Green Vale School 403(B) Dc Plan Ra — Form 5500 plan (Green Vale 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, Green Vale School 403(B) Dc Plan Ra is a benefit plan reported by Green Vale School under EIN 11-1633568 and plan number 001. The latest loaded filing year is 2023. The filing reports 237 participants and $41,589,567 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Green Vale School
- EIN
- 11-1633568
- Plan number
- 001
- Plan type
- 2
- Location
- Old Brookville, NY
- Latest filing year
- 2023
- Participants
- 237
- End-of-year plan assets
- $41,589,567
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 237 | H, C | 20250106155505NAL0008228641001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,589,567
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,589,567
- Net assets (BOY)
- $37,296,311
Income & contributions
- Employer contributions
- $530,073
- Participant contributions
- $878,226
- Total contributions
- $1,464,100
- Total income / additions
- $6,113,826
Expenses & distributions
- Benefits paid
- $1,793,169
- Administrative expenses
- $27,401
- Total expenses
- $1,820,570
- Net increase / (decrease)
- $4,293,256
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $14,721 | $0 | 2023 |
| Planpilot, LLC | CONSULTING | $6,250 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTANT | $4,590 | not reported in the loaded dataset | 2023 |
| Pkf O'Connor Davies Llp | AUDITOR | $2,140 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Green Vale School
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Old Brookville, NY
- Tiaa — Schedule C compensation
- Planpilot, LLC — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation
- Pkf O'Connor Davies Llp — Schedule C compensation