The Pennington School Dc Retirement Plan — Form 5500 plan (The Pennington 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, The Pennington School Dc Retirement Plan is a benefit plan reported by The Pennington School under EIN 21-0635004 and plan number 001. The latest loaded filing year is 2023. The filing reports 410 participants and $43,081,308 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Pennington School
- EIN
- 21-0635004
- Plan number
- 001
- Plan type
- 2
- Location
- Pennington, NJ
- Latest filing year
- 2023
- Participants
- 410
- End-of-year plan assets
- $43,081,308
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 410 | H, C | 20240909110517NAL0002338387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,081,308
- Net assets (EOY)
- $43,081,308
- Net assets (BOY)
- $38,403,836
Income & contributions
- Employer contributions
- $885,623
- Participant contributions
- $1,239,180
- Total contributions
- $2,187,987
- Total income / additions
- $8,045,306
Expenses & distributions
- Benefits paid
- $3,307,794
- Administrative expenses
- $60,040
- Total expenses
- $3,367,834
- Net increase / (decrease)
- $4,677,472
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiducient Advisors, LLC | not reported in the loaded dataset | $32,382 | not reported in the loaded dataset | 2023 |
| Tiaa | not reported in the loaded dataset | $27,658 | $0 | 2023 |