2023 Form 5500 filing — Kent School Dc 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 20250130134608NAL0000646931001) for Kent School Dc Retirement Plan, reported by Kent School Corporation under EIN 06-0646687 and plan number 004. It reports 620 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250130134608NAL0000646931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kent School Corporation
- EIN
- 06-0646687
- Plan number
- 004
- Location
- Kent, CT
- Participants
- 620
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,277,842
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,277,842
- Employer contributions
- $1,732,751
- Participant contributions
- $1,446,922
- Total income / additions
- $12,469,113
- Benefits paid
- $3,606,873
- Administrative expenses
- $168,609
- Total expenses
- $3,775,482
- Net increase / (decrease)
- $8,693,631
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Teachers Ins & Assoc Of Americ | NONE | $106,136 | $0 |
| Fiducient Advisors LLC | NONE | $44,563 | not reported in the loaded dataset |
| Meyers Brothers Kalicka P.C. | NONE | $11,700 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | NONE | $6,210 | not reported in the loaded dataset |