Isidore Newman School 401(K) Retirement Plan — Form 5500 plan (Isidore Newman 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, Isidore Newman School 401(K) Retirement Plan is a benefit plan reported by Isidore Newman School under EIN 72-0408935 and plan number 002. The latest loaded filing year is 2023. The filing reports 414 participants and $29,725,815 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Isidore Newman School
- EIN
- 72-0408935
- Plan number
- 002
- Plan type
- 2
- Location
- New Orleans, LA
- Latest filing year
- 2023
- Participants
- 414
- End-of-year plan assets
- $29,725,815
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 414 | H, C | 20240924151742NAL0017792800001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,725,815
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,725,815
- Net assets (BOY)
- $24,668,770
Income & contributions
- Employer contributions
- $677,698
- Participant contributions
- $774,525
- Total contributions
- $1,452,723
- Total income / additions
- $6,014,051
Expenses & distributions
- Benefits paid
- $936,165
- Administrative expenses
- $20,841
- Total expenses
- $957,006
- Net increase / (decrease)
- $5,057,045
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Retirement Strategies Group, LLC | TPA | $0 | $13,112 | 2023 |
| Eisneramper Llp | SERVICE PROVIDER | $11,500 | $0 | 2023 |
| Voya Retirement Ins. And Ann. Co. | SERVICE PROVIDER | $0 | $0 | 2023 |
| Northwestern Mutual Investment | BROKER DEALER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Isidore Newman School
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in New Orleans, LA
- Retirement Strategies Group, LLC — Schedule C compensation
- Eisneramper Llp — Schedule C compensation
- Voya Retirement Ins. And Ann. Co. — Schedule C compensation
- Northwestern Mutual Investment — Schedule C compensation