2023 Form 5500 filing — Holderness 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 20241010175122NAL0034926816001) for Holderness School Dc Retirement Plan, reported by Holderness School under EIN 02-0147630 and plan number 001. It reports 332 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010175122NAL0034926816001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Holderness School
- EIN
- 02-0147630
- Plan number
- 001
- Location
- Plymouth, NH
- Participants
- 332
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,783,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,783,007
- Employer contributions
- $741,542
- Participant contributions
- $754,678
- Total income / additions
- $6,781,124
- Benefits paid
- $1,462,713
- Administrative expenses
- $26,221
- Total expenses
- $1,488,934
- Net increase / (decrease)
- $5,292,190
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nathan Wechsler | AUDITOR | $12,000 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | RECORDKEEPER | $9,644 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $2,562 | $0 |
| New Pinnacle Consulting Group, LLC | TPA | $2,140 | not reported in the loaded dataset |