Plan5500

The Ivymount School And Programs 403(B) Plan — Form 5500 plan (The Ivymount 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 Ivymount School And Programs 403(B) Plan is a benefit plan reported by The Ivymount School, Inc. under EIN 52-1195527 and plan number 002. The latest loaded filing year is 2023. The filing reports 589 participants and $22,754,177 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Ivymount School, Inc.
EIN
52-1195527
Plan number
002
Plan type
2
Location
Rockville, MD
Latest filing year
2023
Participants
589
End-of-year plan assets
$22,754,177

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023589H, C20241015142205NAL0028744273001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,754,177
Total liabilities (EOY)
$0
Net assets (EOY)
$22,754,177
Net assets (BOY)
$21,076,440

Income & contributions

Participant contributions
$764,339
Total contributions
$855,956
Total income / additions
$3,739,077

Expenses & distributions

Benefits paid
$2,008,429
Administrative expenses
$50,434
Total expenses
$2,061,340
Net increase / (decrease)
$1,677,737

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$28,522$02023
Snowden Capital Advisors, LLCADVISOR$22,235not reported in the loaded dataset2023

Related Form 5500 pages