2023 Form 5500 filing — Isidore Newman School 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 20240906124630NAL0002028018001) for Isidore Newman School Retirement Plan, reported by Isidore Newman School under EIN 72-0408935 and plan number 003. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$10.7MReported net assets$10,713,543
Participants133
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20240906124630NAL0002028018001
- Plan sponsor
- Isidore Newman School
- EIN
- 72-0408935
- Plan number
- 003
- Location
- New Orleans, LA
- Received date
- not reported in the loaded dataset
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)$10.7M total assets
Net assets$10.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,713,543
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,713,543
- Employer contributions
- $57,714
- Participant contributions
- $160,236
- Total income / additions
- $1,805,969
- Benefits paid
- $723,531
- Administrative expenses
- $0
- Total expenses
- $723,531
- Net increase / (decrease)
- $1,082,438