2023 Form 5500 filing — The Spence School Retirement And Savings 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 20241015072722NAL0028927841001) for The Spence School Retirement And Savings Plan, reported by The Spence School under EIN 13-1635286 and plan number 001. It reports 666 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015072722NAL0028927841001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Spence School
- EIN
- 13-1635286
- Plan number
- 001
- Location
- New York, NY
- Participants
- 666
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $124,482,494
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $124,482,494
- Employer contributions
- $2,209,882
- Participant contributions
- $2,937,666
- Total income / additions
- $21,390,953
- Benefits paid
- $7,384,718
- Administrative expenses
- $35,191
- Total expenses
- $7,419,909
- Net increase / (decrease)
- $13,971,044
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $31,591 | $0 |
| Well And Good LLC | ADVISOR | $3,600 | not reported in the loaded dataset |