2023 Form 5500 filing — The Buckley School In The City Of New York 403(B) Defined Contribution 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 20250414103315NAL0003197410001) for The Buckley School In The City Of New York 403(B) Defined Contribution Plan, reported by The Buckley School In The City Of New York under EIN 13-1837409 and plan number 002. It reports 271 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414103315NAL0003197410001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Buckley School In The City Of New York
- EIN
- 13-1837409
- Plan number
- 002
- Location
- New York, NY
- Participants
- 271
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,548,792
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,548,792
- Employer contributions
- $1,420,081
- Participant contributions
- $759,459
- Total income / additions
- $7,932,362
- Benefits paid
- $1,836,715
- Administrative expenses
- $20,795
- Total expenses
- $1,857,510
- Net increase / (decrease)
- $6,074,852
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $14,070 | $0 |
| Planpilot | ADVISOR | $6,875 | not reported in the loaded dataset |