Lipscomb University Defined Contribution Retirement Plan — Form 5500 plan (Lipscomb University)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lipscomb University Defined Contribution Retirement Plan is a benefit plan reported by Lipscomb University under EIN 62-0485733 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,769 participants and $141,395,792 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lipscomb University
EIN
62-0485733
Plan number
002
Plan type
2
Location
Nashville, TN
Latest filing year
2023
Participants
1,769
End-of-year plan assets
$141,395,792

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,769H, C20241009152204NAL0031691568001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$141,395,792
Total liabilities (EOY)
$0
Net assets (EOY)
$141,395,792
Net assets (BOY)
$122,807,690

Income & contributions

Employer contributions
$2,228,878
Participant contributions
$4,059,605
Total contributions
$6,961,211
Total income / additions
$26,349,141

Expenses & distributions

Benefits paid
$7,605,458
Administrative expenses
$153,502
Total expenses
$7,761,039
Net increase / (decrease)
$18,588,102

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Shepherd Financial Inv Advisory,LLCNONE$90,991not reported in the loaded dataset2023
TiaaNONE$62,511$02023

Related Form 5500 pages