2023 Form 5500 filing — Phillips Exeter Academy 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 20241015164451NAL0029153729001) for Phillips Exeter Academy Retirement Plan, reported by Phillips Exeter Academy under EIN 02-0222174 and plan number 001. It reports 1,664 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015164451NAL0029153729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Phillips Exeter Academy
- EIN
- 02-0222174
- Plan number
- 001
- Location
- Exeter, NH
- Participants
- 1,664
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $220,590,595
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $220,590,595
- Employer contributions
- $5,189,773
- Participant contributions
- $4,768,405
- Total income / additions
- $40,259,950
- Benefits paid
- $19,463,775
- Administrative expenses
- $78,438
- Total expenses
- $19,542,213
- Net increase / (decrease)
- $20,717,737
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $79,119 | $0 |