2023 Form 5500 filing — The Independence School, Inc. 403(B) 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 20241009100517NAL0018136065001) for The Independence School, Inc. 403(B) Plan, reported by The Independence School, Inc. under EIN 51-0225189 and plan number 001. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009100517NAL0018136065001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Independence School, Inc.
- EIN
- 51-0225189
- Plan number
- 001
- Location
- Newark, DE
- Participants
- 190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,357,577
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,357,577
- Employer contributions
- $191,278
- Participant contributions
- $407,092
- Total income / additions
- $3,856,980
- Benefits paid
- $1,338,058
- Administrative expenses
- $35,642
- Total expenses
- $1,373,700
- Net increase / (decrease)
- $2,483,280
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Biddle Capital Management | INVESTMENT ADVISORY | $28,568 | not reported in the loaded dataset |
| The Vanguard Group | RECORDKEEPER | $7,074 | not reported in the loaded dataset |