2023 Form 5500 filing — The Packer Collegiate Institute 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 20250113085328NAL0037019554001) for The Packer Collegiate Institute Defined Contribution Retirement Plan, reported by The Packer Collegiate Institute under EIN 11-1633522 and plan number 001. It reports 736 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250113085328NAL0037019554001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Packer Collegiate Institute
- EIN
- 11-1633522
- Plan number
- 001
- Location
- Brooklyn, NY
- Participants
- 736
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $99,981,110
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $99,981,110
- Employer contributions
- $1,847,884
- Participant contributions
- $2,019,643
- Total income / additions
- $17,867,457
- Benefits paid
- $4,569,961
- Administrative expenses
- $76,367
- Total expenses
- $4,646,328
- Net increase / (decrease)
- $13,221,129
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $40,539 | $0 |
| Pkf O'Connor Davies, Llp | AUDITOR | $20,500 | not reported in the loaded dataset |
| Planpilot, LLC | ADVISOR | $10,800 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | CONSULTANT | $4,598 | not reported in the loaded dataset |
| Boutwell Faye Llp | LEGAL | $680 | not reported in the loaded dataset |