Sanford School 403(B) Dc Plan Contribution Retirement Plan — Form 5500 plan (Sanford 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, Sanford School 403(B) Dc Plan Contribution Retirement Plan is a benefit plan reported by Sanford School under EIN 51-0064331 and plan number 001. The latest loaded filing year is 2023. The filing reports 341 participants and $30,606,524 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sanford School
- EIN
- 51-0064331
- Plan number
- 001
- Plan type
- 2
- Location
- Hockessin, DE
- Latest filing year
- 2023
- Participants
- 341
- End-of-year plan assets
- $30,606,524
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 341 | H, C | 20250415150103NAL0001577715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,606,524
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,606,524
- Net assets (BOY)
- $27,967,974
Income & contributions
- Employer contributions
- $196,593
- Participant contributions
- $555,389
- Total contributions
- $756,169
- Total income / additions
- $4,935,258
Expenses & distributions
- Benefits paid
- $2,235,926
- Administrative expenses
- $60,782
- Total expenses
- $2,296,708
- Net increase / (decrease)
- $2,638,550
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Biddle Capital Management, Inc. | INVESTMENT ADVISORY | $43,586 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $17,196 | $0 | 2023 |