2023 Form 5500 filing — Emma Willard School Defined Contribution And Tax Deferred Annuity 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 20240731144351NAL0021712065001) for Emma Willard School Defined Contribution And Tax Deferred Annuity Retirement Plan, reported by Emma Willard School under EIN 14-1338390 and plan number 001. It reports 466 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731144351NAL0021712065001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Emma Willard School
- EIN
- 14-1338390
- Plan number
- 001
- Location
- Troy, NY
- Participants
- 466
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,754,683
- Net assets (EOY)
- $48,754,683
- Employer contributions
- $1,213,336
- Participant contributions
- $1,029,472
- Total income / additions
- $8,710,675
- Benefits paid
- $3,255,701
- Administrative expenses
- $33,150
- Total expenses
- $3,288,851
- Net increase / (decrease)
- $5,421,824
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | not reported in the loaded dataset | $16,100 | $0 |
| Uhy Llp | not reported in the loaded dataset | $12,300 | not reported in the loaded dataset |