2023 Form 5500 filing — Dwight Englewood School 403(B) Retirement Savings 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 20240822121746NAL0005097665001) for Dwight Englewood School 403(B) Retirement Savings Plan, reported by Dwight-Englewood School under EIN 22-1487165 and plan number 001. It reports 643 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240822121746NAL0005097665001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dwight-Englewood School
- EIN
- 22-1487165
- Plan number
- 001
- Location
- Englewood, NJ
- Participants
- 643
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,815,756
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,815,756
- Employer contributions
- $1,424,002
- Participant contributions
- $2,238,961
- Total income / additions
- $14,541,397
- Benefits paid
- $5,418,519
- Administrative expenses
- $37,059
- Total expenses
- $5,464,572
- Net increase / (decrease)
- $9,076,825
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $20,707 | $0 |
| Pkf O'Connor Davies Llp | AUDITOR | $14,000 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | CONSULTANT PENSION | $4,052 | not reported in the loaded dataset |