Academy Of Notre Dame De Namur Defined Contribution Retirement Plan — Form 5500 plan (Academy Of Notre Dame De Namur)
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, Academy Of Notre Dame De Namur Defined Contribution Retirement Plan is a benefit plan reported by Academy Of Notre Dame De Namur under EIN 23-1465491 and plan number 001. The latest loaded filing year is 2023. The filing reports 317 participants and $16,177,029 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Academy Of Notre Dame De Namur
- EIN
- 23-1465491
- Plan number
- 001
- Plan type
- 2
- Location
- Villanova, PA
- Latest filing year
- 2023
- Participants
- 317
- End-of-year plan assets
- $16,177,029
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 317 | H, C | 20250411081516NAL0012535299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,177,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,177,029
- Net assets (BOY)
- $14,232,771
Income & contributions
- Employer contributions
- $390,582
- Participant contributions
- $537,175
- Total contributions
- $992,496
- Total income / additions
- $2,849,125
Expenses & distributions
- Benefits paid
- $880,541
- Administrative expenses
- $24,326
- Total expenses
- $904,867
- Net increase / (decrease)
- $1,944,258
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa-Teachers Insur & Annuity Assoc | RECORDKEEPER | $24,542 | $0 | 2023 |