2023 Form 5500 filing — Ethel Walker School 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 20250228074738NAL0000634385001) for Ethel Walker School Retirement Plan, reported by Ethel Walker School under EIN 06-0689699 and plan number 001. It reports 374 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250228074738NAL0000634385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ethel Walker School
- EIN
- 06-0689699
- Plan number
- 001
- Location
- Simsbury, CT
- Participants
- 374
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,884,259
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,884,259
- Employer contributions
- $338,776
- Participant contributions
- $655,992
- Total income / additions
- $4,064,518
- Benefits paid
- $3,209,608
- Administrative expenses
- $7,973
- Total expenses
- $3,241,695
- Net increase / (decrease)
- $822,823
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancials Partners, LLC | ADVISOR | $2,791 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $2,681 | $0 |
| Mayflower Financial Advisors, LLC | ADVISOR | $2,500 | not reported in the loaded dataset |