The New Interdisciplinary School Profit Sharing Plan — Form 5500 plan (The New Interdisciplinary 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 New Interdisciplinary School Profit Sharing Plan is a benefit plan reported by The New Interdisciplinary School under EIN 11-2428403 and plan number 002. The latest loaded filing year is 2023. The filing reports 208 participants and $2,786,296 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.8MPlan net assets, end of year$2,786,296
Participants208Covered participants reported
Assets / participant$13.4KComputed: assets ÷ participants$13,396 (computed)
Provider compensation$27.7K2 Schedule C provider row(s)$27,658
Plan sponsor
The New Interdisciplinary School
EIN
11-2428403
Plan number
002
Plan type
2
Location
Yaphank, NY
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
    208 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)$2.8M total assets
Net assets$2.8MLiabilities$0
Money in vs. money out
Total income / additions$462.6K
Total expenses$301.8K
Benefits paid / distributions$274.1K
Contributions
Employer$75K
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$2,786,296
Total liabilities (EOY)
$0
Net assets (EOY)
$2,786,296
Net assets (BOY)
$2,625,450

Income & contributions

Employer contributions
$75,000
Participant contributions
$0
Total contributions
$76,560
Total income / additions
$462,604

Expenses & distributions

Benefits paid
$274,100
Administrative expenses
$27,658
Total expenses
$301,758
Net increase / (decrease)
$160,846
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 100%Participant 0%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income59%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $18.9K · Indirect $0
  2. 2
    TPA · Direct $8.8K

Related Form 5500 pages