The Town School Defined Contribution Retirement Plan — Form 5500 plan (The Town 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 Town School Defined Contribution Retirement Plan is a benefit plan reported by The Town School under EIN 13-1393610 and plan number 001. The latest loaded filing year is 2023. The filing reports 327 participants and $47,720,346 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Town School
- EIN
- 13-1393610
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 327
- End-of-year plan assets
- $47,720,346
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 327 | H, C | 20241206152049NAL0003898435001 |
| 2023 | 353 | H, C | 20250328131853NAL0001288929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,143,159
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,143,159
- Net assets (BOY)
- $45,331,736
Income & contributions
- Employer contributions
- $834,204
- Participant contributions
- $930,253
- Total contributions
- $1,786,467
- Total income / additions
- $9,314,226
Expenses & distributions
- Benefits paid
- $2,582,880
- Administrative expenses
- $42,841
- Total expenses
- $2,625,721
- Net increase / (decrease)
- $6,688,505
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz, Inc. | ADVISOR | $16,500 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $16,243 | $0 | 2023 |
| Marks Paneth Llp | AUDITOR | $10,000 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $9,528 | $0 | 2023 |
| Well And Good LLC | ADVISOR | $7,200 | not reported in the loaded dataset | 2023 |
| Planpilot, LLC | CONSULTANT | $7,200 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | TPA | $3,199 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Town School
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Cbiz, Inc. — Schedule C compensation
- Tiaa — Schedule C compensation
- Marks Paneth Llp — Schedule C compensation
- Well And Good LLC — Schedule C compensation
- Planpilot, LLC — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation