2023 Form 5500 filing — The Malvern School Of Glen Mills 401(K) Profit Sharing Plan And T
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 20241011132825NAL0012538499001) for The Malvern School Of Glen Mills 401(K) Profit Sharing Plan And T, reported by The Malvern School Of Glen Mills under EIN 23-2986630 and plan number 001. It reports 304 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)$3.6MReported net assets$3,574,222
Participants304
Provider compensation$41.6K2 Schedule C row(s)$41,575
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011132825NAL0012538499001
- Plan sponsor
- The Malvern School Of Glen Mills
- EIN
- 23-2986630
- Plan number
- 001
- Location
- Glen Mills, PA
- 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)$3.6M total assets
Net assets$3.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,574,222
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,574,222
- Employer contributions
- $61,201
- Participant contributions
- $432,057
- Total income / additions
- $1,091,791
- Benefits paid
- $829,338
- Administrative expenses
- $23,392
- Total expenses
- $852,873
- Net increase / (decrease)
- $238,918
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services | INVESTMENT/FINANCIAL ADVI | $36,368 | $0 |
| Adp, Inc. | RECORD KEEPER | $5,207 | $0 |