Allen-Stevenson School Defined Contribution Retirement Plan — Form 5500 plan (Allen-Stevenson 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, Allen-Stevenson School Defined Contribution Retirement Plan is a benefit plan reported by Allen-Stevenson School under EIN 13-1623878 and plan number 001. The latest loaded filing year is 2023. The filing reports 330 participants and $74,156,581 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allen-Stevenson School
- EIN
- 13-1623878
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 330
- End-of-year plan assets
- $74,156,581
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 330 | H, C | 20240916111721NAL0002007040001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,156,581
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,156,581
- Net assets (BOY)
- $66,953,564
Income & contributions
- Employer contributions
- $1,041,183
- Participant contributions
- $1,072,780
- Total contributions
- $2,282,708
- Total income / additions
- $12,353,718
Expenses & distributions
- Benefits paid
- $5,089,340
- Administrative expenses
- $38,939
- Total expenses
- $5,150,701
- Net increase / (decrease)
- $7,203,017
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $15,309 | $0 | 2023 |
| Pkf O'Connor Davies Llp | AUDITOR | $13,750 | not reported in the loaded dataset | 2023 |
| Well And Good LLC | ADVISOR | $7,200 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting, Group LLC | CONSULTING PENSION | $3,130 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allen-Stevenson School
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Tiaa — Schedule C compensation
- Pkf O'Connor Davies Llp — Schedule C compensation
- Well And Good LLC — Schedule C compensation
- New Pinnacle Consulting, Group LLC — Schedule C compensation