2023 Form 5500 filing — Portledge School Retirement Plan Ra
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 20241015154536NAL0048738816001) for Portledge School Retirement Plan Ra, reported by Portledge School under EIN 11-6044973 and plan number 001. It reports 301 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154536NAL0048738816001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Portledge School
- EIN
- 11-6044973
- Plan number
- 001
- Location
- Locust Valley, NY
- Participants
- 301
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,740,005
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,740,005
- Employer contributions
- $525,533
- Participant contributions
- $418,528
- Total income / additions
- $4,164,366
- Benefits paid
- $906,292
- Administrative expenses
- $22,762
- Total expenses
- $929,054
- Net increase / (decrease)
- $3,235,312
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pkf O'Connor Davies Llp | NONE | $13,500 | not reported in the loaded dataset |
| Tiaa | NONE | $5,550 | $0 |