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, Deerfield-Windsor School 403(B) Retirement Plan is a benefit plan reported by United Parents, Inc. under EIN 58-6043206 and plan number 001. The latest loaded filing year is 2023. The filing reports 119 participants and $11,005,931 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,005,931
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,005,931
- Net assets (BOY)
- $10,641,816
Income & contributions
- Employer contributions
- $115,700
- Participant contributions
- $190,965
- Total contributions
- $392,203
- Total income / additions
- $1,535,676
Expenses & distributions
- Benefits paid
- $1,127,605
- Administrative expenses
- $43,956
- Total expenses
- $1,171,561
- Net increase / (decrease)
- $364,115