Azusa Pacific University Defined Contribution Plan — Form 5500 plan (Azusa Pacific 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, Azusa Pacific University Defined Contribution Plan is a benefit plan reported by Azusa Pacific University under EIN 95-1744369 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,403 participants and $294,168,660 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Azusa Pacific University
- EIN
- 95-1744369
- Plan number
- 001
- Plan type
- 2
- Location
- Azusa, CA
- Latest filing year
- 2023
- Participants
- 3,403
- End-of-year plan assets
- $294,168,660
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,403 | H, C | 20241011175910NAL0022484513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $294,168,660
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $294,168,660
- Net assets (BOY)
- $268,082,157
Income & contributions
- Employer contributions
- $2,980,887
- Participant contributions
- $5,716,168
- Total contributions
- $9,442,506
- Total income / additions
- $45,593,173
Expenses & distributions
- Benefits paid
- $19,237,784
- Administrative expenses
- $266,557
- Total expenses
- $19,506,670
- Net increase / (decrease)
- $26,086,503
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $161,057 | $0 | 2023 |
| Benefit Financial Services Group | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Capincrouse Llp | NONE | $16,000 | not reported in the loaded dataset | 2023 |
| Automatic Data Processing, Inc. | NONE | $14,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Azusa Pacific University
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Azusa, CA
- Tiaa — Schedule C compensation
- Benefit Financial Services Group — Schedule C compensation
- Capincrouse Llp — Schedule C compensation
- Automatic Data Processing, Inc. — Schedule C compensation