Friends Select School Retirement Plan — Form 5500 plan (Friends Select 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, Friends Select School Retirement Plan is a benefit plan reported by Friends Select School under EIN 23-0604370 and plan number 001. The latest loaded filing year is 2023. The filing reports 229 participants and $38,267,869 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Friends Select School
- EIN
- 23-0604370
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 229
- End-of-year plan assets
- $38,267,869
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 229 | H, C | 20241001081617NAL0006785617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,267,869
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,267,869
- Net assets (BOY)
- $33,376,069
Income & contributions
- Employer contributions
- $575,263
- Participant contributions
- $763,668
- Total contributions
- $1,340,760
- Total income / additions
- $6,415,076
Expenses & distributions
- Benefits paid
- $1,442,924
- Administrative expenses
- $80,352
- Total expenses
- $1,523,276
- Net increase / (decrease)
- $4,891,800
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa Ins & Annuity Assoc | CONTRACT ADMIN. | $47,377 | $0 | 2023 |
| Onedigital Investment Advisors Inc | INVESTMENT ADVISOR | $19,000 | not reported in the loaded dataset | 2023 |
| Tait Weller & Baker | AUDITOR | $10,000 | not reported in the loaded dataset | 2023 |