2023 Form 5500 filing — The Ranney School Dc 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 20241001073044NAL0003834819001) for The Ranney School Dc Retirement Plan, reported by Ranney School under EIN 22-1853774 and plan number 002. It reports 328 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001073044NAL0003834819001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ranney School
- EIN
- 22-1853774
- Plan number
- 002
- Location
- Tinton Falls, NJ
- Participants
- 328
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,973,742
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,973,742
- Employer contributions
- $644,205
- Participant contributions
- $1,098,802
- Total income / additions
- $5,848,920
- Benefits paid
- $2,176,830
- Administrative expenses
- $52,790
- Total expenses
- $2,229,620
- Net increase / (decrease)
- $3,619,300
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | ADVISOR | $30,000 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $22,514 | $0 |
| New Pinnacle Consulting Group, LLC | CONSULTANT | $3,127 | not reported in the loaded dataset |