Threefold Educational Foundation And School Defined Contribution Retirement Plan — Form 5500 plan (Threefold Educational Foundation & 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, Threefold Educational Foundation And School Defined Contribution Retirement Plan is a benefit plan reported by Threefold Educational Foundation & School under EIN 13-6196291 and plan number 022. The latest loaded filing year is 2023. The filing reports 181 participants and $13,654,110 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Threefold Educational Foundation & School
- EIN
- 13-6196291
- Plan number
- 022
- Plan type
- 2
- Location
- Chestnut Ridge, NY
- Latest filing year
- 2023
- Participants
- 181
- End-of-year plan assets
- $13,654,110
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H | 20250415141704NAL0001546995001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,654,110
- Net assets (EOY)
- $13,654,110
- Net assets (BOY)
- $12,689,114
Income & contributions
- Employer contributions
- $189,821
- Participant contributions
- $284,533
- Total contributions
- $714,137
- Total income / additions
- $2,248,363
Expenses & distributions
- Benefits paid
- $1,283,217
- Administrative expenses
- $150
- Total expenses
- $1,283,367
- Net increase / (decrease)
- $964,996
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.