2023 Form 5500 filing — The Episcopal Academy 403(B) Defined Contribution 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 20241015205522NAL0015397475001) for The Episcopal Academy 403(B) Defined Contribution Retirement Plan, reported by The Episcopal Academy under EIN 23-1370500 and plan number 002. It reports 618 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015205522NAL0015397475001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Episcopal Academy
- EIN
- 23-1370500
- Plan number
- 002
- Location
- Newtown Square, PA
- Participants
- 618
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,389,706
- Net assets (EOY)
- $51,389,706
- Participant contributions
- $2,409,309
- Total income / additions
- $10,078,564
- Benefits paid
- $2,212,210
- Administrative expenses
- $22,262
- Total expenses
- $2,234,472
- Net increase / (decrease)
- $7,844,092
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Cref | NONE | $21,440 | $0 |