2023 Form 5500 filing — The American School In London Foundation 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 20240723175304NAL0019059232001) for The American School In London Foundation 403(B) Retirement Plan, reported by The American School In London Foundation under EIN 13-6258480 and plan number 001. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723175304NAL0019059232001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The American School In London Foundation
- EIN
- 13-6258480
- Plan number
- 001
- Location
- Princeton, NJ
- Participants
- 225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,088,924
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,088,924
- Employer contributions
- $1,449,416
- Participant contributions
- $1,613,544
- Total income / additions
- $13,187,878
- Benefits paid
- $5,285,492
- Administrative expenses
- $110,997
- Total expenses
- $5,396,489
- Net increase / (decrease)
- $7,791,389
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER/CUSTODIAN | $94,531 | $5,924 |
| Tanager Wealth Management Llp | INVESTMENT MGR | $80,478 | not reported in the loaded dataset |
| Alliance Benefit Group | TPA | $1,460 | $24,579 |