Emma Willard School Defined Contribution And Tax Deferred Annuity Retirement Plan — Form 5500 plan (Emma Willard 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, Emma Willard School Defined Contribution And Tax Deferred Annuity Retirement Plan is a benefit plan reported by Emma Willard School under EIN 14-1338390 and plan number 001. The latest loaded filing year is 2023. The filing reports 466 participants and $48,754,683 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Emma Willard School
- EIN
- 14-1338390
- Plan number
- 001
- Plan type
- 2
- Location
- Troy, NY
- Latest filing year
- 2023
- Participants
- 466
- End-of-year plan assets
- $48,754,683
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 466 | H, C | 20240731144351NAL0021712065001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,754,683
- Net assets (EOY)
- $48,754,683
- Net assets (BOY)
- $43,332,334
Income & contributions
- Employer contributions
- $1,213,336
- Participant contributions
- $1,029,472
- Total contributions
- $2,276,904
- Total income / additions
- $8,710,675
Expenses & distributions
- Benefits paid
- $3,255,701
- Administrative expenses
- $33,150
- Total expenses
- $3,288,851
- Net increase / (decrease)
- $5,421,824
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | not reported in the loaded dataset | $16,100 | $0 | 2023 |
| Uhy Llp | not reported in the loaded dataset | $12,300 | not reported in the loaded dataset | 2023 |