Saint David'S School Retirement Plan — Form 5500 plan (Saint David'S 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, Saint David'S School Retirement Plan is a benefit plan reported by Saint David'S School under EIN 13-1655283 and plan number 001. The latest loaded filing year is 2023. The filing reports 359 participants and $65,572,057 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Saint David'S School
- EIN
- 13-1655283
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 359
- End-of-year plan assets
- $65,572,057
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 359 | H, C | 20241002122106NAL0004782067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,572,057
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,572,057
- Net assets (BOY)
- $55,109,797
Income & contributions
- Employer contributions
- $1,107,516
- Participant contributions
- $1,184,335
- Total contributions
- $3,768,607
- Total income / additions
- $12,052,065
Expenses & distributions
- Benefits paid
- $1,569,109
- Administrative expenses
- $20,696
- Total expenses
- $1,589,805
- Net increase / (decrease)
- $10,462,260
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $13,116 | $0 | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTING PENSION | $4,280 | not reported in the loaded dataset | 2023 |
| Well And Good LLC | PLAN ADVISOR | $3,600 | not reported in the loaded dataset | 2023 |