2023 Form 5500 filing — Norwood School 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 20250409064111NAL0010771363001) for Norwood School Defined Contribution Retirement Plan, reported by The Norwood School, Inc. under EIN 52-0901098 and plan number 001. It reports 387 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250409064111NAL0010771363001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Norwood School, Inc.
- EIN
- 52-0901098
- Plan number
- 001
- Location
- Bethesda, MD
- Participants
- 387
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,207,066
- Net assets (EOY)
- $44,207,066
- Employer contributions
- $703,671
- Participant contributions
- $907,211
- Total income / additions
- $6,712,523
- Benefits paid
- $1,045,448
- Administrative expenses
- $30,700
- Total expenses
- $1,076,148
- Net increase / (decrease)
- $5,636,375
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aprio Llp | PLAN AUDITOR | $21,500 | not reported in the loaded dataset |
| Prm Consulting | PLAN CONSULTANT | $8,975 | not reported in the loaded dataset |