The Taft School 403(B) Retirement Plan — Form 5500 plan (The Taft 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 Taft School 403(B) Retirement Plan is a benefit plan reported by The Taft School under EIN 06-0646921 and plan number 001. The latest loaded filing year is 2023. The filing reports 639 participants and $117,685,230 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Taft School
- EIN
- 06-0646921
- Plan number
- 001
- Plan type
- 2
- Location
- Watertown, CT
- Latest filing year
- 2023
- Participants
- 639
- End-of-year plan assets
- $117,685,230
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 639 | H, C | 20241002180841NAL0004285347001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $117,685,230
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $117,685,230
- Net assets (BOY)
- $105,858,947
Income & contributions
- Employer contributions
- $1,630,327
- Participant contributions
- $1,808,304
- Total contributions
- $4,126,212
- Total income / additions
- $18,629,314
Expenses & distributions
- Benefits paid
- $6,704,112
- Administrative expenses
- $98,919
- Total expenses
- $6,803,031
- Net increase / (decrease)
- $11,826,283
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiducient Advisors, LLC | INVESTMENT ADVISORY | $54,338 | not reported in the loaded dataset | 2023 |
| Tiaa - Teachers Insurance And Annui | RECORDKEEPER | $33,533 | $0 | 2023 |
| The Angell Pension Group, Inc | CONTRACT ADMINISTRATOR | $11,998 | not reported in the loaded dataset | 2023 |