2023 Form 5500 filing — Sewickley Academy Tda 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 20241015131341NAL0014697011002) for Sewickley Academy Tda Plan, reported by Sewickley Academy under EIN 25-0965558 and plan number 002. It reports 191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015131341NAL0014697011002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sewickley Academy
- EIN
- 25-0965558
- Plan number
- 002
- Location
- Sewickley, PA
- Participants
- 191
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,325,538
- Net assets (EOY)
- $12,325,538
- Employer contributions
- $85,656
- Participant contributions
- $253,456
- Total income / additions
- $1,974,074
- Benefits paid
- $1,015,209
- Administrative expenses
- $8,402
- Total expenses
- $1,023,611
- Net increase / (decrease)
- $950,463
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $8,476 | $0 |