2023 Form 5500 filing — The Winston Preparatory School 403(B) Dc 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 20240716083605NAL0002841345001) for The Winston Preparatory School 403(B) Dc Plan, reported by The Winston Preparatory School under EIN 13-3085860 and plan number 001. It reports 309 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240716083605NAL0002841345001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Winston Preparatory School
- EIN
- 13-3085860
- Plan number
- 001
- Location
- New York, NY
- Participants
- 309
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,535,226
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,535,226
- Employer contributions
- $1,142,159
- Participant contributions
- $1,344,037
- Total income / additions
- $7,546,009
- Benefits paid
- $1,964,477
- Administrative expenses
- $53,450
- Total expenses
- $2,024,869
- Net increase / (decrease)
- $5,521,140
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $23,360 | $0 |
| Bederson Llp | AUDITOR | $14,776 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | AUDITOR | $9,653 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | TPA | $6,086 | not reported in the loaded dataset |