Plan5500

Norwood School Defined Contribution Retirement Plan — Form 5500 plan (The Norwood 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, Norwood School Defined Contribution Retirement Plan is a benefit plan reported by The Norwood School, Inc. under EIN 52-0901098 and plan number 001. The latest loaded filing year is 2023. The filing reports 387 participants and $44,207,066 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Norwood School, Inc.
EIN
52-0901098
Plan number
001
Plan type
2
Location
Bethesda, MD
Latest filing year
2023
Participants
387
End-of-year plan assets
$44,207,066

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023387H, C20250409064111NAL0010771363001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,207,066
Net assets (EOY)
$44,207,066
Net assets (BOY)
$38,570,691

Income & contributions

Employer contributions
$703,671
Participant contributions
$907,211
Total contributions
$1,613,396
Total income / additions
$6,712,523

Expenses & distributions

Benefits paid
$1,045,448
Administrative expenses
$30,700
Total expenses
$1,076,148
Net increase / (decrease)
$5,636,375

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aprio LlpPLAN AUDITOR$21,500not reported in the loaded dataset2023
Prm ConsultingPLAN CONSULTANT$8,975not reported in the loaded dataset2023

Related Form 5500 pages