Mercersburg Academy 401(K) Plan — Form 5500 plan (The Regents Of Mercersburg College Mercersburg 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, Mercersburg Academy 401(K) Plan is a benefit plan reported by The Regents Of Mercersburg College Mercersburg Academy under EIN 23-1365963 and plan number 004. The latest loaded filing year is 2023. The filing reports 341 participants and $52,594,297 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Regents Of Mercersburg College Mercersburg Academy
- EIN
- 23-1365963
- Plan number
- 004
- Plan type
- 2
- Location
- Mercersburg, PA
- Latest filing year
- 2023
- Participants
- 341
- End-of-year plan assets
- $52,594,297
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 341 | H, C | 20240809093737NAL0013297570001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,594,297
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,594,297
- Net assets (BOY)
- $44,846,473
Income & contributions
- Employer contributions
- $1,729,750
- Participant contributions
- $1,778,014
- Total contributions
- $3,599,028
- Total income / additions
- $11,596,561
Expenses & distributions
- Benefits paid
- $3,810,907
- Administrative expenses
- $37,830
- Total expenses
- $3,848,737
- Net increase / (decrease)
- $7,747,824
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $24,686 | $0 | 2023 |
| Mckonly & Asbury Llp | NONE | $12,844 | not reported in the loaded dataset | 2023 |