2023 Form 5500 filing — Peddie School 403(B) Tda & 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 20240731135507NAL0012735283001) for Peddie School 403(B) Tda & Dc Plan, reported by The Peddie School under EIN 21-0634492 and plan number 001. It reports 526 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731135507NAL0012735283001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Peddie School
- EIN
- 21-0634492
- Plan number
- 001
- Location
- Hightstown, NJ
- Participants
- 526
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $79,351,611
- Net assets (EOY)
- $79,351,611
- Employer contributions
- $1,381,365
- Participant contributions
- $1,459,697
- Total income / additions
- $13,276,354
- Benefits paid
- $3,251,563
- Administrative expenses
- $20,255
- Total expenses
- $3,271,818
- Net increase / (decrease)
- $10,004,536
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa - Cref | NONE | $23,965 | $0 |
| Flexpath Strategies, LLC | NONE | $23,219 | not reported in the loaded dataset |