Valley Forge Educational Services Tiaa-Cref Section 403 B Dc Retirement Plan — Form 5500 plan (Valley Forge Educational Services)
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, Valley Forge Educational Services Tiaa-Cref Section 403 B Dc Retirement Plan is a benefit plan reported by Valley Forge Educational Services under EIN 23-6050757 and plan number 002. The latest loaded filing year is 2023. The filing reports 380 participants and $19,372,617 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valley Forge Educational Services
- EIN
- 23-6050757
- Plan number
- 002
- Plan type
- 2
- Location
- Malvern, PA
- Latest filing year
- 2023
- Participants
- 380
- End-of-year plan assets
- $19,372,617
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 380 | H | 20240924120745NAL0012943905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,372,617
- Net assets (EOY)
- $19,372,617
- Net assets (BOY)
- $16,098,462
Income & contributions
- Employer contributions
- $770,495
- Participant contributions
- $171,696
- Total contributions
- $942,191
- Total income / additions
- $3,851,339
Expenses & distributions
- Benefits paid
- $577,184
- Total expenses
- $577,184
- Net increase / (decrease)
- $3,274,155
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.