Thomas Aquinas College Dc Retirement And Tda Plan — Form 5500 plan (Thomas Aquinas College)
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, Thomas Aquinas College Dc Retirement And Tda Plan is a benefit plan reported by Thomas Aquinas College under EIN 94-1698615 and plan number 001. The latest loaded filing year is 2023. The filing reports 234 participants and $27,571,349 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thomas Aquinas College
- EIN
- 94-1698615
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Paula, CA
- Latest filing year
- 2023
- Participants
- 234
- End-of-year plan assets
- $27,571,349
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 234 | H, C | 20241003210726NAL0011214961001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,571,349
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,571,349
- Net assets (BOY)
- $26,304,309
Income & contributions
- Employer contributions
- $555,657
- Participant contributions
- $799,397
- Total contributions
- $1,356,881
- Total income / additions
- $5,149,606
Expenses & distributions
- Benefits paid
- $3,882,028
- Administrative expenses
- $538
- Total expenses
- $3,882,566
- Net increase / (decrease)
- $1,267,040
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $538 | $0 | 2023 |