2023 Form 5500 filing — Isidore Newman School 401(K) 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 20240924151742NAL0017792800001) for Isidore Newman School 401(K) Retirement Plan, reported by Isidore Newman School under EIN 72-0408935 and plan number 002. It reports 414 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924151742NAL0017792800001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Isidore Newman School
- EIN
- 72-0408935
- Plan number
- 002
- Location
- New Orleans, LA
- Participants
- 414
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,725,815
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,725,815
- Employer contributions
- $677,698
- Participant contributions
- $774,525
- Total income / additions
- $6,014,051
- Benefits paid
- $936,165
- Administrative expenses
- $20,841
- Total expenses
- $957,006
- Net increase / (decrease)
- $5,057,045
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Strategies Group, LLC | TPA | $0 | $13,112 |
| Eisneramper Llp | SERVICE PROVIDER | $11,500 | $0 |
| Voya Retirement Ins. And Ann. Co. | SERVICE PROVIDER | $0 | $0 |
| Northwestern Mutual Investment | BROKER DEALER | not reported in the loaded dataset | not reported in the loaded dataset |