St. Paul'S School Defined Contribution Retirement Plan — Form 5500 plan (St. Paul'S 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, St. Paul'S School Defined Contribution Retirement Plan is a benefit plan reported by St. Paul'S School under EIN 02-0222227 and plan number 002. The latest loaded filing year is 2023. The filing reports 972 participants and $99,613,342 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. Paul'S School
- EIN
- 02-0222227
- Plan number
- 002
- Plan type
- 2
- Location
- Concord, NH
- Latest filing year
- 2023
- Participants
- 972
- End-of-year plan assets
- $99,613,342
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 972 | H, C | 20240923082503NAL0004069315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $99,613,342
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $99,613,342
- Net assets (BOY)
- $89,239,949
Income & contributions
- Employer contributions
- $2,745,243
- Participant contributions
- $1,809,496
- Total contributions
- $4,566,737
- Total income / additions
- $17,011,843
Expenses & distributions
- Benefits paid
- $6,423,413
- Administrative expenses
- $215,037
- Total expenses
- $6,638,450
- Net increase / (decrease)
- $10,373,393
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Unified Trust Company, N.A. | NONE | $159,992 | $0 | 2023 |