Sewickley Academy Tda Plan — Form 5500 plan (Sewickley Academy)
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, Sewickley Academy Tda Plan is a benefit plan reported by Sewickley Academy under EIN 25-0965558 and plan number 002. The latest loaded filing year is 2023. The filing reports 191 participants and $12,325,538 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sewickley Academy
- EIN
- 25-0965558
- Plan number
- 002
- Plan type
- 2
- Location
- Sewickley, PA
- Latest filing year
- 2023
- Participants
- 191
- End-of-year plan assets
- $12,325,538
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 191 | H, C | 20241015131341NAL0014697011002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,325,538
- Net assets (EOY)
- $12,325,538
- Net assets (BOY)
- $11,375,075
Income & contributions
- Employer contributions
- $85,656
- Participant contributions
- $253,456
- Total contributions
- $339,112
- Total income / additions
- $1,974,074
Expenses & distributions
- Benefits paid
- $1,015,209
- Administrative expenses
- $8,402
- Total expenses
- $1,023,611
- Net increase / (decrease)
- $950,463
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $8,476 | $0 | 2023 |