2023 Form 5500 filing — Tilton 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 20241009135132NAL0009283923001) for Tilton School Dc Retirement Plan, reported by Tilton School under EIN 02-0222239 and plan number 002. It reports 303 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$14.4MReported net assets$14,415,070
Participants303
Provider compensation$13.4K2 Schedule C row(s)$13,400
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009135132NAL0009283923001
- Plan sponsor
- Tilton School
- EIN
- 02-0222239
- Plan number
- 002
- Location
- Tilton, NH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$14.4M total assets
Net assets$14.4MLiabilities—
Full reported line items
- Total assets (EOY)
- $14,415,070
- Net assets (EOY)
- $14,415,070
- Employer contributions
- $196,413
- Participant contributions
- $376,811
- Total income / additions
- $2,560,400
- Benefits paid
- $700,794
- Administrative expenses
- $18,209
- Total expenses
- $720,333
- Net increase / (decrease)
- $1,840,067
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group | SERVICE PROVIDER | $6,900 | not reported in the loaded dataset |
| Nathan Wechsler | not reported in the loaded dataset | $6,500 | not reported in the loaded dataset |