The Hutchison School Defined Contribution Retirement Plan — Form 5500 plan (The Hutchison 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, The Hutchison School Defined Contribution Retirement Plan is a benefit plan reported by The Hutchison School under EIN 62-0540400 and plan number 003. The latest loaded filing year is 2023. The filing reports 447 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Hutchison School
- EIN
- 62-0540400
- Plan number
- 003
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 447
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 447 | H, C | 20241014154332NAL0013562979004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $27,219,275
Income & contributions
- Employer contributions
- $637,366
- Participant contributions
- $857,789
- Total contributions
- $1,495,155
- Total income / additions
- $4,688,180
Expenses & distributions
- Benefits paid
- $3,001,411
- Administrative expenses
- $51,418
- Total expenses
- $3,052,829
- Net increase / (decrease)
- $1,635,351
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Reynolds, Bone & Griesbeck Plc | ACCOUNTANT/AUDITOR | $32,363 | not reported in the loaded dataset | 2023 |
| Teachers Insurance & Annuity Assoc. | TPA | $11,463 | $0 | 2023 |
| Duncan Williams Asset Management | INVESTMENT ADVISOR | $7,592 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Hutchison School
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Memphis, TN
- Reynolds, Bone & Griesbeck Plc — Schedule C compensation
- Teachers Insurance & Annuity Assoc. — Schedule C compensation
- Duncan Williams Asset Management — Schedule C compensation