Pomfret School 403(B) Retirement Plan — Form 5500 plan (Pomfret 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, Pomfret School 403(B) Retirement Plan is a benefit plan reported by Pomfret School under EIN 06-0646784 and plan number 001. The latest loaded filing year is 2023. The filing reports 437 participants and $43,635,342 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pomfret School
- EIN
- 06-0646784
- Plan number
- 001
- Plan type
- 2
- Location
- Pomfret, CT
- Latest filing year
- 2023
- Participants
- 437
- End-of-year plan assets
- $43,635,342
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 437 | H, C | 20241009115916NAL0010580883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,635,342
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,635,342
- Net assets (BOY)
- $37,643,800
Income & contributions
- Employer contributions
- $781,112
- Participant contributions
- $937,643
- Total contributions
- $1,718,755
- Total income / additions
- $7,630,280
Expenses & distributions
- Benefits paid
- $1,555,265
- Administrative expenses
- $83,473
- Total expenses
- $1,638,738
- Net increase / (decrease)
- $5,991,542
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | SERVICE PROVIDER | $52,013 | $0 | 2023 |
| Cohnreznick Llp | NONE | $16,500 | not reported in the loaded dataset | 2023 |
| Kestra Advisory Services, LLC | NONE | $9,400 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | TPA | $5,935 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pomfret School
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Pomfret, CT
- Tiaa — Schedule C compensation
- Cohnreznick Llp — Schedule C compensation
- Kestra Advisory Services, LLC — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation