The American School In London Foundation 403(B) Retirement Plan — Form 5500 plan (The American School In London Foundation)
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 American School In London Foundation 403(B) Retirement Plan is a benefit plan reported by The American School In London Foundation under EIN 13-6258480 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $58,088,924 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The American School In London Foundation
- EIN
- 13-6258480
- Plan number
- 001
- Plan type
- 2
- Location
- Princeton, NJ
- Latest filing year
- 2023
- Participants
- 225
- End-of-year plan assets
- $58,088,924
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 225 | H, C | 20240723175304NAL0019059232001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,088,924
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,088,924
- Net assets (BOY)
- $50,297,535
Income & contributions
- Employer contributions
- $1,449,416
- Participant contributions
- $1,613,544
- Total contributions
- $3,066,925
- Total income / additions
- $13,187,878
Expenses & distributions
- Benefits paid
- $5,285,492
- Administrative expenses
- $110,997
- Total expenses
- $5,396,489
- Net increase / (decrease)
- $7,791,389
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER/CUSTODIAN | $94,531 | $5,924 | 2023 |
| Tanager Wealth Management Llp | INVESTMENT MGR | $80,478 | not reported in the loaded dataset | 2023 |
| Alliance Benefit Group | TPA | $1,460 | $24,579 | 2023 |