The Episcopal Academy 401(A) Defined Contribution Retirement Plan — Form 5500 plan (The Episcopal 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, The Episcopal Academy 401(A) Defined Contribution Retirement Plan is a benefit plan reported by The Episcopal Academy under EIN 23-1370500 and plan number 003. The latest loaded filing year is 2023. The filing reports 618 participants and $37,412,529 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Episcopal Academy
- EIN
- 23-1370500
- Plan number
- 003
- Plan type
- 2
- Location
- Newtown Square, PA
- Latest filing year
- 2023
- Participants
- 618
- End-of-year plan assets
- $37,412,529
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 618 | H, C | 20241015205509NAL0015397395001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,412,529
- Total liabilities (EOY)
- $2,058
- Net assets (EOY)
- $37,410,471
- Net assets (BOY)
- $31,626,598
Income & contributions
- Employer contributions
- $1,615,734
- Total contributions
- $1,615,734
- Total income / additions
- $7,410,789
Expenses & distributions
- Benefits paid
- $1,614,379
- Administrative expenses
- $12,537
- Total expenses
- $1,626,916
- Net increase / (decrease)
- $5,783,873
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa-Teachers Insurance And Annuity | NONE | $12,537 | $0 | 2023 |