Plan5500

South University Retirement Plan — Form 5500 plan (South University Savannah, LLC)

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, South University Retirement Plan is a benefit plan reported by South University Savannah, LLC under EIN 82-1659323 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,400 participants and $25,896,627 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
South University Savannah, LLC
EIN
82-1659323
Plan number
001
Plan type
2
Location
Savannah, GA
Latest filing year
2023
Participants
2,400
End-of-year plan assets
$25,896,627

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,400H, C20240926144539NAL0001450912001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,896,627
Total liabilities (EOY)
$3,727
Net assets (EOY)
$25,892,900
Net assets (BOY)
$20,163,306

Income & contributions

Employer contributions
$885,303
Participant contributions
$3,239,781
Total contributions
$4,249,573
Total income / additions
$7,937,755

Expenses & distributions

Benefits paid
$2,067,273
Administrative expenses
$140,888
Total expenses
$2,208,161
Net increase / (decrease)
$5,729,594

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentinel Benefits Group, LLCRECORDKEEPER$88,155not reported in the loaded dataset2023
The Fiduciary GroupINVESTMENT ADVISOR$43,927not reported in the loaded dataset2023
Fidelity InvestmentsCUSTODIAN AND TRUSTEE$8,806not reported in the loaded dataset2023

Related Form 5500 pages