Watson Friendship Academy 403(B) Retirement Plan — Form 5500 plan (Friendship 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, Watson Friendship Academy 403(B) Retirement Plan is a benefit plan reported by Friendship Academy under EIN 25-6012886 and plan number 001. The latest loaded filing year is 2023. The filing reports 653 participants and $12,061,691 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Friendship Academy
- EIN
- 25-6012886
- Plan number
- 001
- Plan type
- 2
- Location
- Sewickley, PA
- Latest filing year
- 2023
- Participants
- 653
- End-of-year plan assets
- $12,061,691
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 653 | H | 20240829124842NAL0013549233001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,061,691
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,061,691
- Net assets (BOY)
- $9,641,879
Income & contributions
- Employer contributions
- $802,902
- Participant contributions
- $639,412
- Total contributions
- $1,554,139
- Total income / additions
- $3,115,458
Expenses & distributions
- Benefits paid
- $694,453
- Administrative expenses
- $1,193
- Total expenses
- $695,646
- Net increase / (decrease)
- $2,419,812
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.