2023 Form 5500 filing — Dublin School 403(B) 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 20241015132508NAL0028566577001) for Dublin School 403(B) Retirement Plan, reported by Dublin School under EIN 02-0229869 and plan number 001. It reports 177 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)$9.6MReported net assets$9,581,707
Participants177
Provider compensation$30.3K2 Schedule C row(s)$30,268
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015132508NAL0028566577001
- Plan sponsor
- Dublin School
- EIN
- 02-0229869
- Plan number
- 001
- Location
- Dublin, NH
- 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)$9.6M total assets
Net assets$9.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,581,707
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,581,707
- Employer contributions
- $266,958
- Participant contributions
- $368,240
- Total income / additions
- $2,052,835
- Benefits paid
- $686,602
- Administrative expenses
- $30,268
- Total expenses
- $716,870
- Net increase / (decrease)
- $1,335,965
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Trg Investment Advisors, LLC | not reported in the loaded dataset | $17,528 | not reported in the loaded dataset |
| Tiaa- Teachers Insurance And Annuit | not reported in the loaded dataset | $12,740 | not reported in the loaded dataset |