2023 Form 5500 filing — The Philadelphia School 403(B) Dc 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 20250220144533NAL0005297601001) for The Philadelphia School 403(B) Dc Plan, reported by The Philadelphia School under EIN 23-7091186 and plan number 001. It reports 209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250220144533NAL0005297601001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Philadelphia School
- EIN
- 23-7091186
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 209
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,258,911
- Total liabilities (EOY)
- $8,867
- Net assets (EOY)
- $18,250,044
- Employer contributions
- $305,336
- Participant contributions
- $468,216
- Total income / additions
- $3,253,158
- Benefits paid
- $1,643,577
- Administrative expenses
- $73,084
- Total expenses
- $1,716,661
- Net increase / (decrease)
- $1,536,497
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northeast Financial Group | INVESTMENT MANAGEMENT | $32,407 | not reported in the loaded dataset |