2023 Form 5500 filing — Longy School Of Music Defined Contribution 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 20241014142544NAL0015099267001) for Longy School Of Music Defined Contribution Retirement Plan, reported by Longy School Of Music Of Bard College under EIN 14-1713034 and plan number 006. It reports 266 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)$9.4MReported net assets$9,432,335
Participants266
Provider compensation$4.1K2 Schedule C row(s)$4,145
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014142544NAL0015099267001
- Plan sponsor
- Longy School Of Music Of Bard College
- EIN
- 14-1713034
- Plan number
- 006
- Location
- Cambridge, MA
- 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)$9.4M total assets
Net assets$9.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,432,335
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,432,335
- Employer contributions
- $72,193
- Participant contributions
- $146,936
- Total income / additions
- $806,010
- Benefits paid
- $173,373
- Administrative expenses
- $9,519
- Total expenses
- $182,892
- Net increase / (decrease)
- $623,118
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $3,815 | $0 |
| Fidelity Investments Institutional | NONE | $330 | $0 |