2023 Form 5500 filing — Allen-Stevenson School Defined Contribution 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 20240916111721NAL0002007040001) for Allen-Stevenson School Defined Contribution Retirement Plan, reported by Allen-Stevenson School under EIN 13-1623878 and plan number 001. It reports 330 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916111721NAL0002007040001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allen-Stevenson School
- EIN
- 13-1623878
- Plan number
- 001
- Location
- New York, NY
- Participants
- 330
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,156,581
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,156,581
- Employer contributions
- $1,041,183
- Participant contributions
- $1,072,780
- Total income / additions
- $12,353,718
- Benefits paid
- $5,089,340
- Administrative expenses
- $38,939
- Total expenses
- $5,150,701
- Net increase / (decrease)
- $7,203,017
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $15,309 | $0 |
| Pkf O'Connor Davies Llp | AUDITOR | $13,750 | not reported in the loaded dataset |
| Well And Good LLC | ADVISOR | $7,200 | not reported in the loaded dataset |
| New Pinnacle Consulting, Group LLC | CONSULTING PENSION | $3,130 | not reported in the loaded dataset |