2023 Form 5500 filing — The Pennington School Dc 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 20240909110517NAL0002338387001) for The Pennington School Dc Retirement Plan, reported by The Pennington School under EIN 21-0635004 and plan number 001. It reports 410 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909110517NAL0002338387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Pennington School
- EIN
- 21-0635004
- Plan number
- 001
- Location
- Pennington, NJ
- Participants
- 410
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,081,308
- Net assets (EOY)
- $43,081,308
- Employer contributions
- $885,623
- Participant contributions
- $1,239,180
- Total income / additions
- $8,045,306
- Benefits paid
- $3,307,794
- Administrative expenses
- $60,040
- Total expenses
- $3,367,834
- Net increase / (decrease)
- $4,677,472
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiducient Advisors, LLC | not reported in the loaded dataset | $32,382 | not reported in the loaded dataset |
| Tiaa | not reported in the loaded dataset | $27,658 | $0 |