2023 Form 5500 filing — New Hampton 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 20240731154923NAL0012849811001) for New Hampton School Defined Contribution And Tax Deferred Annuity Retirement Plan, reported by The New Hampton School under EIN 02-0223634 and plan number 001. It reports 382 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$19.7MReported net assets$19,724,579
Participants382
Provider compensation$4.2K1 Schedule C row(s)$4,153
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240731154923NAL0012849811001
Plan sponsor
The New Hampton School
EIN
02-0223634
Plan number
001
Location
New Hampton, NH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$19.7M total assets
Net assets$19.7MLiabilities$0
Money in vs. money out
Total income / additions$3.7M
Total expenses$866.5K
Benefits paid / distributions$862.5K
Contributions
Employer$468.4K
Participant$650.4K
Full reported line items
Total assets (EOY)
$19,724,579
Total liabilities (EOY)
$0
Net assets (EOY)
$19,724,579
Employer contributions
$468,378
Participant contributions
$650,368
Total income / additions
$3,735,491
Benefits paid
$862,463
Administrative expenses
$4,078
Total expenses
$866,541
Net increase / (decrease)
$2,868,950
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Tiaa$4.2K
    RECORDKEEPER · Direct $4.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240731154923NAL0012849811001 cover?
It is the 2023 Form 5500 filing for New Hampton School Defined Contribution And Tax Deferred Annuity Retirement Plan, reported by The New Hampton School (EIN 02-0223634).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages