2023 Form 5500 filing — Mercersburg Academy 401(K) 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 20240809093737NAL0013297570001) for Mercersburg Academy 401(K) Plan, reported by The Regents Of Mercersburg College Mercersburg Academy under EIN 23-1365963 and plan number 004. It reports 341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240809093737NAL0013297570001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Regents Of Mercersburg College Mercersburg Academy
- EIN
- 23-1365963
- Plan number
- 004
- Location
- Mercersburg, PA
- Participants
- 341
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,594,297
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,594,297
- Employer contributions
- $1,729,750
- Participant contributions
- $1,778,014
- Total income / additions
- $11,596,561
- Benefits paid
- $3,810,907
- Administrative expenses
- $37,830
- Total expenses
- $3,848,737
- Net increase / (decrease)
- $7,747,824
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $24,686 | $0 |
| Mckonly & Asbury Llp | NONE | $12,844 | not reported in the loaded dataset |