Peck School Retirement Plan — Form 5500 plan (The Peck 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, Peck School Retirement Plan is a benefit plan reported by The Peck School under EIN 22-1487293 and plan number 001. The latest loaded filing year is 2023. The filing reports 254 participants and $38,314,667 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Peck School
- EIN
- 22-1487293
- Plan number
- 001
- Plan type
- 2
- Location
- Morristown, NJ
- Latest filing year
- 2023
- Participants
- 254
- End-of-year plan assets
- $38,314,667
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 254 | H, C | 20250319101426NAL0004906369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,314,667
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,314,667
- Net assets (BOY)
- $34,729,603
Income & contributions
- Employer contributions
- $607,178
- Participant contributions
- $620,865
- Total contributions
- $1,238,086
- Total income / additions
- $5,606,219
Expenses & distributions
- Benefits paid
- $1,979,358
- Administrative expenses
- $41,797
- Total expenses
- $2,021,155
- Net increase / (decrease)
- $3,585,064
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Armanino Llp | AUDITOR | $17,026 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | ADVISOR | $11,253 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $6,747 | $0 | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTANT | $5,995 | not reported in the loaded dataset | 2023 |
| Smith & Howard | AUDITOR | $1,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Peck School
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Morristown, NJ
- Armanino Llp — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Tiaa — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation
- Smith & Howard — Schedule C compensation