2023 Form 5500 filing — The Ivymount School And Programs 403(B) 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 20241015142205NAL0028744273001) for The Ivymount School And Programs 403(B) Plan, reported by The Ivymount School, Inc. under EIN 52-1195527 and plan number 002. It reports 589 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142205NAL0028744273001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Ivymount School, Inc.
- EIN
- 52-1195527
- Plan number
- 002
- Location
- Rockville, MD
- Participants
- 589
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,754,177
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,754,177
- Participant contributions
- $764,339
- Total income / additions
- $3,739,077
- Benefits paid
- $2,008,429
- Administrative expenses
- $50,434
- Total expenses
- $2,061,340
- Net increase / (decrease)
- $1,677,737
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $28,522 | $0 |
| Snowden Capital Advisors, LLC | ADVISOR | $22,235 | not reported in the loaded dataset |