2023 Form 5500 filing — Solebury School Defined Contribution And Tda 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 20240730101949NAL0031489088001) for Solebury School Defined Contribution And Tda Plan, reported by Solebury School under EIN 23-1365969 and plan number 002. It reports 258 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20240730101949NAL0031489088001
Filing year
2023
Form type
2
Plan sponsor
Solebury School
EIN
23-1365969
Plan number
002
Location
New Hope, PA
Participants
258
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$20,016,359
Total liabilities (EOY)
$0
Net assets (EOY)
$20,016,359
Employer contributions
$430,960
Participant contributions
$530,271
Total income / additions
$3,974,050
Benefits paid
$763,677
Administrative expenses
$0
Total expenses
$763,677
Net increase / (decrease)
$3,210,373
Schedule source
Schedule H

Related Form 5500 pages