2023 Form 5500 filing — Friends Academy Defined Contribution Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240703072711NAL0004238195001) for Friends Academy Defined Contribution Retirement Plan, reported by Friends Academy under EIN 11-1633485 and plan number 002. It reports 430 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240703072711NAL0004238195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Friends Academy
- EIN
- 11-1633485
- Plan number
- 002
- Location
- Locust Valley, NY
- Participants
- 430
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,457,667
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,457,667
- Employer contributions
- $814,489
- Participant contributions
- $1,016,090
- Total income / additions
- $10,058,026
- Benefits paid
- $3,080,134
- Administrative expenses
- $50,953
- Total expenses
- $3,131,087
- Net increase / (decrease)
- $6,926,939
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $22,782 | $0 |
| Pkf O'Connor Davies Llp | AUDITOR | $12,600 | not reported in the loaded dataset |
| Resources Investment Advisors, Inc | ADVISOR | $8,500 | not reported in the loaded dataset |
| Onedigital Investment Advisors | ADVISOR | $4,250 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | CONSULTING | $3,346 | not reported in the loaded dataset |