Newark Academy Tda — Form 5500 plan (Newark Academy Trustees)
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, Newark Academy Tda is a benefit plan reported by Newark Academy Trustees under EIN 22-1487270 and plan number 002. The latest loaded filing year is 2023. The filing reports 220 participants and $16,747,021 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Newark Academy Trustees
- EIN
- 22-1487270
- Plan number
- 002
- Plan type
- 2
- Location
- Livingston, NJ
- Latest filing year
- 2023
- Participants
- 220
- End-of-year plan assets
- $16,747,021
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 220 | H, C | 20250414121147NAL0000766003001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,747,021
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,747,021
- Net assets (BOY)
- $14,321,390
Income & contributions
- Participant contributions
- $976,023
- Total contributions
- $986,839
- Total income / additions
- $2,770,450
Expenses & distributions
- Benefits paid
- $339,781
- Administrative expenses
- $5,038
- Total expenses
- $344,819
- Net increase / (decrease)
- $2,425,631
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $5,038 | $0 | 2023 |