2023 Form 5500 filing — The Taft 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 20241002180841NAL0004285347001) for The Taft School 403(B) Retirement Plan, reported by The Taft School under EIN 06-0646921 and plan number 001. It reports 639 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002180841NAL0004285347001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Taft School
- EIN
- 06-0646921
- Plan number
- 001
- Location
- Watertown, CT
- Participants
- 639
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $117,685,230
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $117,685,230
- Employer contributions
- $1,630,327
- Participant contributions
- $1,808,304
- Total income / additions
- $18,629,314
- Benefits paid
- $6,704,112
- Administrative expenses
- $98,919
- Total expenses
- $6,803,031
- Net increase / (decrease)
- $11,826,283
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiducient Advisors, LLC | INVESTMENT ADVISORY | $54,338 | not reported in the loaded dataset |
| Tiaa - Teachers Insurance And Annui | RECORDKEEPER | $33,533 | $0 |
| The Angell Pension Group, Inc | CONTRACT ADMINISTRATOR | $11,998 | not reported in the loaded dataset |