Dwight Englewood School 403(B) Retirement Savings Plan — Form 5500 plan (Dwight-Englewood 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, Dwight Englewood School 403(B) Retirement Savings Plan is a benefit plan reported by Dwight-Englewood School under EIN 22-1487165 and plan number 001. The latest loaded filing year is 2023. The filing reports 643 participants and $83,815,756 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dwight-Englewood School
- EIN
- 22-1487165
- Plan number
- 001
- Plan type
- 2
- Location
- Englewood, NJ
- Latest filing year
- 2023
- Participants
- 643
- End-of-year plan assets
- $83,815,756
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 643 | H, C | 20240822121746NAL0005097665001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $83,815,756
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,815,756
- Net assets (BOY)
- $74,738,931
Income & contributions
- Employer contributions
- $1,424,002
- Participant contributions
- $2,238,961
- Total contributions
- $4,434,712
- Total income / additions
- $14,541,397
Expenses & distributions
- Benefits paid
- $5,418,519
- Administrative expenses
- $37,059
- Total expenses
- $5,464,572
- Net increase / (decrease)
- $9,076,825
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $20,707 | $0 | 2023 |
| Pkf O'Connor Davies Llp | AUDITOR | $14,000 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTANT PENSION | $4,052 | not reported in the loaded dataset | 2023 |