Germantown Academy Defined Contribution Plan — Form 5500 plan (Germantown Academy)
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, Germantown Academy Defined Contribution Plan is a benefit plan reported by Germantown Academy under EIN 23-1352639 and plan number 001. The latest loaded filing year is 2023. The filing reports 644 participants and $92,214,530 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Germantown Academy
- EIN
- 23-1352639
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Washington, PA
- Latest filing year
- 2023
- Participants
- 644
- End-of-year plan assets
- $92,214,530
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 644 | H, C | 20241009082145NAL0036461298001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $92,214,530
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $92,214,530
- Net assets (BOY)
- $81,384,035
Income & contributions
- Employer contributions
- $1,594,898
- Participant contributions
- $1,695,359
- Total contributions
- $3,685,654
- Total income / additions
- $15,326,735
Expenses & distributions
- Benefits paid
- $4,451,687
- Administrative expenses
- $44,553
- Total expenses
- $4,496,240
- Net increase / (decrease)
- $10,830,495
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa-Teachers Ins & Ann Assoc | NONE | $45,278 | $0 | 2023 |