2023 Form 5500 filing — Friends Central 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 20250415124229NAL0005783168001) for Friends Central School Defined Contribution Retirement Plan, reported by Friends Central School Corporation under EIN 23-1352636 and plan number 003. It reports 468 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415124229NAL0005783168001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Friends Central School Corporation
- EIN
- 23-1352636
- Plan number
- 003
- Location
- Wynnewood, PA
- Participants
- 468
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,726,614
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,726,614
- Employer contributions
- $871,591
- Participant contributions
- $1,236,135
- Total income / additions
- $10,124,842
- Benefits paid
- $4,034,193
- Administrative expenses
- $122,234
- Total expenses
- $4,156,427
- Net increase / (decrease)
- $5,968,415
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Teachers Ins & Ann Assoc | RECORD KEEPER | $64,241 | $0 |
| Onedigital Investment Advisors | INVESTMENT ADVISOR | $51,196 | not reported in the loaded dataset |
| Resources Investment Advisors, Inc. | INVESTMENT ADVISOR | $7,171 | not reported in the loaded dataset |