Grier School Tda Retirement Plan And Dc Retirement Plan — Form 5500 plan (Grier 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, Grier School Tda Retirement Plan And Dc Retirement Plan is a benefit plan reported by Grier School under EIN 23-1517016 and plan number 002. The latest loaded filing year is 2023. The filing reports 254 participants and $9,067,156 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Grier School
- EIN
- 23-1517016
- Plan number
- 002
- Plan type
- 2
- Location
- Tyrone, PA
- Latest filing year
- 2023
- Participants
- 254
- End-of-year plan assets
- $9,067,156
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 254 | H | 20260320201738NAL0005657905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,067,156
- Net assets (EOY)
- $9,067,156
- Net assets (BOY)
- $8,363,923
Income & contributions
- Employer contributions
- $142,153
- Participant contributions
- $277,395
- Total contributions
- $419,548
- Total income / additions
- $1,676,053
Expenses & distributions
- Benefits paid
- $972,820
- Total expenses
- $972,820
- Net increase / (decrease)
- $703,233
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.