2023 Form 5500 filing — The Elisabeth Morrow School 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 20240930100023NAL0005554337001) for The Elisabeth Morrow School 403(B) Retirement Plan, reported by The Elisabeth Morrow School under EIN 22-1487171 and plan number 001. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930100023NAL0005554337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Elisabeth Morrow School
- EIN
- 22-1487171
- Plan number
- 001
- Location
- Englewood, NJ
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,306,909
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,306,909
- Employer contributions
- $521,440
- Participant contributions
- $844,261
- Total income / additions
- $3,857,471
- Benefits paid
- $1,910,575
- Administrative expenses
- $56,927
- Total expenses
- $1,967,502
- Net increase / (decrease)
- $1,889,969
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $43,426 | $0 |
| Capfinancial Partners LLC | INVESTMENT ADVISORY | $0 | $24,000 |
| Pkf O'Connor Davies,Llp | ACCOUNTANT | $13,500 | not reported in the loaded dataset |