Plan5500

Miss Porter'S School 403(B) Retirement Plan — Form 5500 plan (Miss Porters School, Inc.)

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, Miss Porter'S School 403(B) Retirement Plan is a benefit plan reported by Miss Porters School, Inc. under EIN 06-0646786 and plan number 007. The latest loaded filing year is 2023. The filing reports 524 participants and $53,811,705 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$53.8MPlan net assets, end of year$53,811,705
Participants524Covered participants reported
Assets / participant$102.7KComputed: assets ÷ participants$102,694 (computed)
Provider compensation$38.4K2 Schedule C provider row(s)$38,445
Plan sponsor
Miss Porters School, Inc.
EIN
06-0646786
Plan number
007
Plan type
2
Location
Farmington, CT
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    524 participants · 2Sch HSch C
    View filing →
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)$53.8M total assets
Net assets$53.8MLiabilities$0
Money in vs. money out
Total income / additions$9.3M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$970.9K
Participant$994.6K
Full reported line items

Net assets

Total assets (EOY)
$53,811,705
Total liabilities (EOY)
$0
Net assets (EOY)
$53,811,705
Net assets (BOY)
$45,974,884

Income & contributions

Employer contributions
$970,881
Participant contributions
$994,558
Total contributions
$2,104,535
Total income / additions
$9,279,584

Expenses & distributions

Benefits paid
$1,401,668
Administrative expenses
$41,095
Total expenses
$1,442,763
Net increase / (decrease)
$7,836,821
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.

Contribution share (employer vs. participant)
Employer 49%Participant 51%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income15%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fiducient Advisors LLC$21.7K
    NONE · Direct $21.7K
  2. 2
    Tiaa-Teachers Ins And Annuity Assoc$16.7K
    RECORDKEEPER · Direct $16.7K · Indirect $0

Related Form 5500 pages