Plan5500

The Independence School, Inc. 403(B) Plan — Form 5500 plan (The Independence School, Inc.)

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 Independence School, Inc. 403(B) Plan is a benefit plan reported by The Independence School, Inc. under EIN 51-0225189 and plan number 001. The latest loaded filing year is 2023. The filing reports 190 participants and $21,357,577 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Independence School, Inc.
EIN
51-0225189
Plan number
001
Plan type
2
Location
Newark, DE
Latest filing year
2023
Participants
190
End-of-year plan assets
$21,357,577

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023190H, C20241009100517NAL0018136065001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,357,577
Total liabilities (EOY)
$0
Net assets (EOY)
$21,357,577
Net assets (BOY)
$18,874,297

Income & contributions

Employer contributions
$191,278
Participant contributions
$407,092
Total contributions
$598,370
Total income / additions
$3,856,980

Expenses & distributions

Benefits paid
$1,338,058
Administrative expenses
$35,642
Total expenses
$1,373,700
Net increase / (decrease)
$2,483,280

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Biddle Capital ManagementINVESTMENT ADVISORY$28,568not reported in the loaded dataset2023
The Vanguard GroupRECORDKEEPER$7,074not reported in the loaded dataset2023

Related Form 5500 pages