Who sponsors the The Malvern School Of Glen Mills 401(K) Profit Sharing Plan And T?

The Malvern School Of Glen Mills 401(K) Profit Sharing Plan And T is reported as sponsored by The Malvern School Of Glen Mills (EIN 23-2986630, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for The Malvern School Of Glen Mills 401(K) Profit Sharing Plan And T?

The latest Form 5500 filing year loaded for The Malvern School Of Glen Mills 401(K) Profit Sharing Plan And T is 2023.

How many participants does The Malvern School Of Glen Mills 401(K) Profit Sharing Plan And T report?

The Malvern School Of Glen Mills 401(K) Profit Sharing Plan And T reports 304 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for The Malvern School Of Glen Mills 401(K) Profit Sharing Plan And T?

The Malvern School Of Glen Mills 401(K) Profit Sharing Plan And T reports $3,574,222 in end-of-year plan assets in its latest loaded Form 5500 filing.

The Malvern School Of Glen Mills 401(K) Profit Sharing Plan And T — Form 5500 plan (The Malvern School Of Glen Mills)

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 Malvern School Of Glen Mills 401(K) Profit Sharing Plan And T is a benefit plan reported by The Malvern School Of Glen Mills under EIN 23-2986630 and plan number 001. The latest loaded filing year is 2023. The filing reports 304 participants and $3,574,222 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.6MPlan net assets, end of year$3,574,222

Participants304Covered participants reported

Assets / participant$11.8KComputed: assets ÷ participants$11,757 (computed)

Provider compensation$41.6K2 Schedule C provider row(s)$41,575

Plan sponsor: The Malvern School Of Glen Mills
EIN: 23-2986630
Plan number: 001
Plan type: 2
Location: Glen Mills, PA
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	304	H, C	20241011132825NAL0012538499001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.6M total assets

Net assets$3.6MLiabilities$0

Money in vs. money out

Total income / additions$1.1M

Total expenses$852.9K

Benefits paid / distributions$829.3K

Contributions

Employer$61.2K

Participant$432.1K

Full reported line items

Net assets

Total assets (EOY): $3,574,222
Total liabilities (EOY): $0
Net assets (EOY): $3,574,222
Net assets (BOY): $3,335,304

Income & contributions

Employer contributions: $61,201
Participant contributions: $432,057
Total contributions: $495,316
Total income / additions: $1,091,791

Expenses & distributions

Benefits paid: $829,338
Administrative expenses: $23,392
Total expenses: $852,873
Net increase / (decrease): $238,918

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

12%88%

Employer 12%Participant 88%

Total expenses ÷ net assets24%Computed ratio

Benefits paid ÷ total income76%Computed ratio

Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Kestra Advisory Services	INVESTMENT/FINANCIAL ADVI	$36,368	$0	2023
Adp, Inc.	RECORD KEEPER	$5,207	$0	2023