2023 Form 5500 filing — Green Vale School 403(B) Dc 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 20250106155505NAL0008228641001) for Green Vale School 403(B) Dc Plan Ra, reported by Green Vale School under EIN 11-1633568 and plan number 001. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250106155505NAL0008228641001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Green Vale School
- EIN
- 11-1633568
- Plan number
- 001
- Location
- Old Brookville, NY
- Participants
- 237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,589,567
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,589,567
- Employer contributions
- $530,073
- Participant contributions
- $878,226
- Total income / additions
- $6,113,826
- Benefits paid
- $1,793,169
- Administrative expenses
- $27,401
- Total expenses
- $1,820,570
- Net increase / (decrease)
- $4,293,256
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $14,721 | $0 |
| Planpilot, LLC | CONSULTING | $6,250 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | CONSULTANT | $4,590 | not reported in the loaded dataset |
| Pkf O'Connor Davies Llp | AUDITOR | $2,140 | not reported in the loaded dataset |