The Philadelphia School 403(B) Dc Plan — Form 5500 plan (The Philadelphia 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, The Philadelphia School 403(B) Dc Plan is a benefit plan reported by The Philadelphia School under EIN 23-7091186 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $18,258,911 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Philadelphia School
- EIN
- 23-7091186
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 209
- End-of-year plan assets
- $18,258,911
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 209 | H, C | 20250220144533NAL0005297601001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,258,911
- Total liabilities (EOY)
- $8,867
- Net assets (EOY)
- $18,250,044
- Net assets (BOY)
- $16,713,547
Income & contributions
- Employer contributions
- $305,336
- Participant contributions
- $468,216
- Total contributions
- $802,145
- Total income / additions
- $3,253,158
Expenses & distributions
- Benefits paid
- $1,643,577
- Administrative expenses
- $73,084
- Total expenses
- $1,716,661
- Net increase / (decrease)
- $1,536,497
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northeast Financial Group | INVESTMENT MANAGEMENT | $32,407 | not reported in the loaded dataset | 2023 |