Kent School Dc Retirement Plan - 315379 — Form 5500 plan (Kent 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, Kent School Dc Retirement Plan - 315379 is a benefit plan reported by Kent School, Inc under EIN 52-0856397 and plan number 001. The latest loaded filing year is 2023. The filing reports 57 participants and $3,447,651 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$3.4MPlan net assets, end of year$3,447,651
Participants57Covered participants reported
Assets / participant$60.5KComputed: assets ÷ participants$60,485 (computed)
Provider compensation$251 Schedule C provider row(s)
- Plan sponsor
- Kent School, Inc
- EIN
- 52-0856397
- Plan number
- 001
- Plan type
- 2
- Location
- Chestertown, MD
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 57 | I, C | 20240412110908NAL0003662578001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$3.4M total assets
Net assets$3.4MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $3,447,651
- Net assets (EOY)
- $3,447,651
- Net assets (BOY)
- $3,342,175
Income & contributions
- Participant contributions
- $45,868
- Total income / additions
- $472,240
Expenses & distributions
- Benefits paid
- $366,739
- Total expenses
- $366,764
- Net increase / (decrease)
- $105,476
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income78%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa - Teachers Insurance And Annui | not reported in the loaded dataset | $25 | $0 | 2023 |