Shipley School Defined Contribution Retirement Plan — Form 5500 plan (Shipley 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, Shipley School Defined Contribution Retirement Plan is a benefit plan reported by Shipley School under EIN 23-1352677 and plan number 001. The latest loaded filing year is 2023. The filing reports 624 participants and $48,632,945 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shipley School
- EIN
- 23-1352677
- Plan number
- 001
- Plan type
- 2
- Location
- Bryn Mawr, PA
- Latest filing year
- 2023
- Participants
- 624
- End-of-year plan assets
- $48,632,945
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 624 | H, C | 20240730092002NAL0031371104001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,632,945
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,632,945
- Net assets (BOY)
- $44,085,074
Income & contributions
- Employer contributions
- $784,929
- Participant contributions
- $979,450
- Total contributions
- $1,774,723
- Total income / additions
- $8,466,196
Expenses & distributions
- Benefits paid
- $3,870,454
- Administrative expenses
- $18,659
- Total expenses
- $3,918,325
- Net increase / (decrease)
- $4,547,871
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa - Teachers Insurance And Annui | RECORDKEEPER | $18,599 | $0 | 2023 |