Springside Chestnut Hill Academy 403(B) Retirement Plan — Form 5500 plan (Springside Chestnut Hill 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, Springside Chestnut Hill Academy 403(B) Retirement Plan is a benefit plan reported by Springside Chestnut Hill Academy under EIN 23-1352681 and plan number 001. The latest loaded filing year is 2023. The filing reports 668 participants and $81,177,181 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Springside Chestnut Hill Academy
- EIN
- 23-1352681
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 668
- End-of-year plan assets
- $81,177,181
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 668 | H, C | 20240628120028NAL0000368835001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $81,177,181
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,177,181
- Net assets (BOY)
- $71,529,805
Income & contributions
- Employer contributions
- $1,313,375
- Participant contributions
- $1,651,851
- Total contributions
- $3,034,187
- Total income / additions
- $13,397,371
Expenses & distributions
- Benefits paid
- $3,649,922
- Administrative expenses
- $96,082
- Total expenses
- $3,749,995
- Net increase / (decrease)
- $9,647,376
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa - Teachers Ins. And Ann Assoc | RECORDKEEPER | $59,615 | $0 | 2023 |
| Resources Investment Advisors Inc | INVESTMENT ADVISOR | $12,400 | not reported in the loaded dataset | 2023 |
| Onedigital Investment Advisors | INVESTMENT ADVISOR | $10,600 | not reported in the loaded dataset | 2023 |
| Tait Weller & Baker | AUDITOR | $9,700 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Springside Chestnut Hill Academy
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Tiaa - Teachers Ins. And Ann Assoc — Schedule C compensation
- Resources Investment Advisors Inc — Schedule C compensation
- Onedigital Investment Advisors — Schedule C compensation
- Tait Weller & Baker — Schedule C compensation