Morristown-Beard School Defined Contribution Retirement Plan — Form 5500 plan (Morristown Beard 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, Morristown-Beard School Defined Contribution Retirement Plan is a benefit plan reported by Morristown Beard School under EIN 22-1487252 and plan number 001. The latest loaded filing year is 2023. The filing reports 438 participants and $47,677,836 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morristown Beard School
- EIN
- 22-1487252
- Plan number
- 001
- Plan type
- 2
- Location
- Morristown, NJ
- Latest filing year
- 2023
- Participants
- 438
- End-of-year plan assets
- $47,677,836
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 438 | H, C | 20240927121843NAL0001245331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,677,836
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,677,836
- Net assets (BOY)
- $41,694,391
Income & contributions
- Employer contributions
- $1,073,342
- Participant contributions
- $1,013,990
- Total contributions
- $2,087,332
- Total income / additions
- $8,071,459
Expenses & distributions
- Benefits paid
- $2,053,952
- Administrative expenses
- $34,062
- Total expenses
- $2,088,014
- Net increase / (decrease)
- $5,983,445
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $17,883 | $0 | 2023 |
| Pkf O'Connor Davies | AUDITOR | $13,250 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTING - PENSION | $3,454 | not reported in the loaded dataset | 2023 |