Flint Hill 403(B) Dc And Tda Plan — Form 5500 plan (Flint Hill School)
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, Flint Hill 403(B) Dc And Tda Plan is a benefit plan reported by Flint Hill School under EIN 54-1538212 and plan number 001. The latest loaded filing year is 2023. The filing reports 604 participants and $74,584,070 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Flint Hill School
- EIN
- 54-1538212
- Plan number
- 001
- Plan type
- 2
- Location
- Oakton, VA
- Latest filing year
- 2023
- Participants
- 604
- End-of-year plan assets
- $74,584,070
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 604 | H, C | 20250511093455NAL0011731059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,584,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,584,070
- Net assets (BOY)
- $66,168,128
Income & contributions
- Employer contributions
- $1,317,112
- Participant contributions
- $1,753,914
- Total contributions
- $4,106,672
- Total income / additions
- $13,405,644
Expenses & distributions
- Benefits paid
- $4,942,726
- Administrative expenses
- $46,976
- Total expenses
- $4,989,702
- Net increase / (decrease)
- $8,415,942
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cap Financial Partners, LLC | FINANCIAL ADVISOR | $29,736 | not reported in the loaded dataset | 2023 |
| Teachers Insurance And Annuity Asso | CONTRACT ADMINISTRATOR | $17,240 | $0 | 2023 |