2023 Form 5500 filing — Valley Forge Educational Services Tiaa-Cref Section 403 B 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 20240924120745NAL0012943905001) for Valley Forge Educational Services Tiaa-Cref Section 403 B Dc Retirement Plan, reported by Valley Forge Educational Services under EIN 23-6050757 and plan number 002. It reports 380 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240924120745NAL0012943905001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valley Forge Educational Services
- EIN
- 23-6050757
- Plan number
- 002
- Location
- Malvern, PA
- Participants
- 380
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,372,617
- Net assets (EOY)
- $19,372,617
- Employer contributions
- $770,495
- Participant contributions
- $171,696
- Total income / additions
- $3,851,339
- Benefits paid
- $577,184
- Total expenses
- $577,184
- Net increase / (decrease)
- $3,274,155
- Schedule source
- Schedule H