White Mountain School Dc Plan — Form 5500 plan (The White Mountain School)
Plain-English plan 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, White Mountain School Dc Plan is a benefit plan reported by The White Mountain School under EIN 02-0222221 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $6,468,739 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The White Mountain School
- EIN
- 02-0222221
- Plan number
- 001
- Plan type
- 2
- Location
- Bethlehem, NH
- Latest filing year
- 2023
- Participants
- 147
- End-of-year plan assets
- $6,468,739
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 147 | H, C | 20241014133056NAL0027394945001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,468,739
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,468,739
- Net assets (BOY)
- $5,670,498
Income & contributions
- Employer contributions
- $43,350
- Participant contributions
- $226,631
- Total contributions
- $270,590
- Total income / additions
- $1,130,336
Expenses & distributions
- Benefits paid
- $317,880
- Administrative expenses
- $14,215
- Total expenses
- $332,095
- Net increase / (decrease)
- $798,241
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Trg Investment Advisors LLC | NONE | $7,823 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $7,237 | $0 | 2023 |