Academy Of Art University 401(K) Retirement Plan — Form 5500 plan (Stephens Institute Dba Academy Of Art 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, Academy Of Art University 401(K) Retirement Plan is a benefit plan reported by Stephens Institute Dba Academy Of Art University under EIN 94-1637804 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,627 participants and $79,178,302 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stephens Institute Dba Academy Of Art University
- EIN
- 94-1637804
- Plan number
- 002
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 1,627
- End-of-year plan assets
- $79,178,302
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,627 | H, C | 20241009181338NAL0010907939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $79,178,302
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,178,302
- Net assets (BOY)
- $68,355,343
Income & contributions
- Participant contributions
- $3,981,731
- Total contributions
- $4,084,304
- Total income / additions
- $17,257,350
Expenses & distributions
- Benefits paid
- $6,249,839
- Administrative expenses
- $184,552
- Total expenses
- $6,434,391
- Net increase / (decrease)
- $10,822,959
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cerity Partners | NONE | $66,430 | not reported in the loaded dataset | 2023 |
| July Business Services LLC | RECORDKEEPER | $5,840 | not reported in the loaded dataset | 2023 |
| Digital Retirement Solutions, Inc. | NONE | $0 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stephens Institute Dba Academy Of Art University
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Cerity Partners — Schedule C compensation
- July Business Services LLC — Schedule C compensation
- Digital Retirement Solutions, Inc. — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation