Tilton School Dc Retirement Plan — Form 5500 plan (Tilton 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, Tilton School Dc Retirement Plan is a benefit plan reported by Tilton School under EIN 02-0222239 and plan number 002. The latest loaded filing year is 2023. The filing reports 303 participants and $14,415,070 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$14.4MPlan net assets, end of year$14,415,070
Participants303Covered participants reported
Assets / participant$47.6KComputed: assets ÷ participants$47,574 (computed)
Provider compensation$13.4K2 Schedule C provider row(s)$13,400
- Plan sponsor
- Tilton School
- EIN
- 02-0222239
- Plan number
- 002
- Plan type
- 2
- Location
- Tilton, NH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 303 | H, C | 20241009135132NAL0009283923001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$14.4M total assets
Net assets$14.4MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $14,415,070
- Net assets (EOY)
- $14,415,070
- Net assets (BOY)
- $12,575,003
Income & contributions
- Employer contributions
- $196,413
- Participant contributions
- $376,811
- Total contributions
- $601,822
- Total income / additions
- $2,560,400
Expenses & distributions
- Benefits paid
- $700,794
- Administrative expenses
- $18,209
- Total expenses
- $720,333
- Net increase / (decrease)
- $1,840,067
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
34%66%
Employer 34%Participant 66%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial Group | SERVICE PROVIDER | $6,900 | not reported in the loaded dataset | 2023 |
| Nathan Wechsler | not reported in the loaded dataset | $6,500 | not reported in the loaded dataset | 2023 |