The Putney School 403-B Plan — Form 5500 plan (The Putney 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, The Putney School 403-B Plan is a benefit plan reported by The Putney School under EIN 03-0179305 and plan number 002. The latest loaded filing year is 2023. The filing reports 210 participants and $19,725,660 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Putney School
- EIN
- 03-0179305
- Plan number
- 002
- Plan type
- 2
- Location
- Putney, VT
- Latest filing year
- 2023
- Participants
- 210
- End-of-year plan assets
- $19,725,660
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 210 | H, C | 20251006101529NAL0003252737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,725,660
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,725,660
- Net assets (BOY)
- $17,683,293
Income & contributions
- Employer contributions
- $510,731
- Participant contributions
- $374,148
- Total contributions
- $890,505
- Total income / additions
- $3,525,395
Expenses & distributions
- Benefits paid
- $1,459,769
- Administrative expenses
- $23,259
- Total expenses
- $1,483,028
- Net increase / (decrease)
- $2,042,367
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments | RECORDKEEPER | $600 | $0 | 2023 |