Isidore Newman School 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 Retirement Plan is a benefit plan reported by Isidore Newman School under EIN 72-0408935 and plan number 003. The latest loaded filing year is 2023. The filing reports 133 participants and $10,713,543 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
- 003
- Plan type
- 2
- Location
- New Orleans, LA
- Latest filing year
- 2023
- Participants
- 133
- End-of-year plan assets
- $10,713,543
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H | 20240906124630NAL0002028018001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,713,543
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,713,543
- Net assets (BOY)
- $9,631,105
Income & contributions
- Employer contributions
- $57,714
- Participant contributions
- $160,236
- Total contributions
- $265,148
- Total income / additions
- $1,805,969
Expenses & distributions
- Benefits paid
- $723,531
- Administrative expenses
- $0
- Total expenses
- $723,531
- Net increase / (decrease)
- $1,082,438
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.