Nysmith School For The Gifted, Inc. 401(K) Plan — Form 5500 plan (Nysmith School For The Gifted, I)

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, Nysmith School For The Gifted, Inc. 401(K) Plan is a benefit plan reported by Nysmith School For The Gifted, I under EIN 54-1261897 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $9,731,012 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nysmith School For The Gifted, I
EIN
54-1261897
Plan number
001
Plan type
2
Location
Herndon, VA
Latest filing year
2023
Participants
170
End-of-year plan assets
$9,731,012

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023170H, C20251201144108NAL0015721184001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,731,012
Total liabilities (EOY)
$0
Net assets (EOY)
$9,731,012
Net assets (BOY)
$7,645,745

Income & contributions

Participant contributions
$508,148
Total contributions
$508,148
Total income / additions
$2,202,019

Expenses & distributions

Benefits paid
$84,817
Administrative expenses
$31,668
Total expenses
$116,752
Net increase / (decrease)
$2,085,267

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$6,304$02023
James A. ReichertINVESTMENT/FINANCIAL ADVI$6,298$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages