Park Tudor Defined Contribution Retirement Plan — Form 5500 plan (Park Tudor Foundation)
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, Park Tudor Defined Contribution Retirement Plan is a benefit plan reported by Park Tudor Foundation under EIN 35-0909976 and plan number 001. The latest loaded filing year is 2023. The filing reports 550 participants and $59,015,115 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Park Tudor Foundation
- EIN
- 35-0909976
- Plan number
- 001
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 550
- End-of-year plan assets
- $59,015,115
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 550 | H, C | 20241219124901NAL0004915969001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,015,115
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,015,115
- Net assets (BOY)
- $54,109,250
Income & contributions
- Employer contributions
- $1,044,252
- Participant contributions
- $1,027,356
- Total contributions
- $2,304,521
- Total income / additions
- $9,583,708
Expenses & distributions
- Benefits paid
- $4,642,584
- Administrative expenses
- $35,259
- Total expenses
- $4,677,843
- Net increase / (decrease)
- $4,905,865
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | CUSTODIAN | $22,079 | $0 | 2023 |
| Well And Good LLC | CONSULTING | $8,500 | not reported in the loaded dataset | 2023 |