2023 Form 5500 filing — Princeton Day School 403(B) 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 20250415124738NAL0003279121001) for Princeton Day School 403(B) Plan, reported by Princeton Day School under EIN 21-0727645 and plan number 001. It reports 614 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415124738NAL0003279121001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Princeton Day School
- EIN
- 21-0727645
- Plan number
- 001
- Location
- Princeton, NJ
- Participants
- 614
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $103,800,607
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $103,800,607
- Employer contributions
- $1,854,764
- Participant contributions
- $2,064,043
- Total income / additions
- $15,224,705
- Benefits paid
- $8,594,857
- Administrative expenses
- $57,673
- Total expenses
- $8,652,530
- Net increase / (decrease)
- $6,572,175
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Flexpath Strategies, LLC | NONE | $35,223 | not reported in the loaded dataset |
| Kestra Advisory Services, LLC | NONE | $20,750 | not reported in the loaded dataset |
| Tiaa | NONE | $1,700 | $0 |