Kent Place School Defined Contribution Retirement Plan — Form 5500 plan (Kent Place 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, Kent Place School Defined Contribution Retirement Plan is a benefit plan reported by Kent Place School under EIN 22-1487233 and plan number 001. The latest loaded filing year is 2023. The filing reports 422 participants and $60,807,156 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kent Place School
- EIN
- 22-1487233
- Plan number
- 001
- Plan type
- 2
- Location
- Summit, NJ
- Latest filing year
- 2023
- Participants
- 422
- End-of-year plan assets
- $60,807,156
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 422 | H, C | 20240703083848NAL0006866049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,807,156
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,807,156
- Net assets (BOY)
- $51,377,817
Income & contributions
- Employer contributions
- $1,304,820
- Participant contributions
- $1,185,065
- Total contributions
- $3,210,532
- Total income / additions
- $11,192,015
Expenses & distributions
- Benefits paid
- $1,755,919
- Administrative expenses
- $632
- Total expenses
- $1,762,676
- Net increase / (decrease)
- $9,429,339
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $1,472 | $0 | 2023 |