2023 Form 5500 filing — Springside Chestnut Hill Academy 403(B) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240628120028NAL0000368835001) for Springside Chestnut Hill Academy 403(B) Retirement Plan, reported by Springside Chestnut Hill Academy under EIN 23-1352681 and plan number 001. It reports 668 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240628120028NAL0000368835001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Springside Chestnut Hill Academy
- EIN
- 23-1352681
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 668
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $81,177,181
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,177,181
- Employer contributions
- $1,313,375
- Participant contributions
- $1,651,851
- Total income / additions
- $13,397,371
- Benefits paid
- $3,649,922
- Administrative expenses
- $96,082
- Total expenses
- $3,749,995
- Net increase / (decrease)
- $9,647,376
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa - Teachers Ins. And Ann Assoc | RECORDKEEPER | $59,615 | $0 |
| Resources Investment Advisors Inc | INVESTMENT ADVISOR | $12,400 | not reported in the loaded dataset |
| Onedigital Investment Advisors | INVESTMENT ADVISOR | $10,600 | not reported in the loaded dataset |
| Tait Weller & Baker | AUDITOR | $9,700 | not reported in the loaded dataset |