Samford University 403(B) Salary Deferral And Defined Contribution Plan — Form 5500 plan (Samford 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, Samford University 403(B) Salary Deferral And Defined Contribution Plan is a benefit plan reported by Samford University under EIN 63-0312914 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,121 participants and $108,027,518 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$108MPlan net assets, end of year$108,027,518
Participants2.1KCovered participants reported2,121
Assets / participant$50.9KComputed: assets ÷ participants$50,932 (computed)
Provider compensation$69.2K3 Schedule C provider row(s)$69,241
- Plan sponsor
- Samford University
- EIN
- 63-0312914
- Plan number
- 002
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,121 | H, C | 20241008113117NAL0029676080001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$108M total assets
Net assets$108MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $108,027,518
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $108,027,518
- Net assets (BOY)
- $90,578,583
Income & contributions
- Employer contributions
- $5,920,358
- Participant contributions
- $5,444,384
- Total contributions
- $11,725,504
- Total income / additions
- $25,846,016
Expenses & distributions
- Benefits paid
- $8,323,294
- Administrative expenses
- $72,807
- Total expenses
- $8,397,081
- Net increase / (decrease)
- $17,448,935
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
52%48%
Employer 52%Participant 48%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | INSURANCE CARRIER | $34,503 | $0 | 2023 |
| Crowe Llp | AUDITOR | $22,925 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $11,813 | $0 | 2023 |