2023 Form 5500 filing — The Fenn School Tda And 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 20240926103443NAL0001231554001) for The Fenn School Tda And Retirement Plan, reported by The Fenn School Inc. under EIN 04-2104064 and plan number 002. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926103443NAL0001231554001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Fenn School Inc.
- EIN
- 04-2104064
- Plan number
- 002
- Location
- Concord, MA
- Participants
- 220
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,773,575
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,773,575
- Employer contributions
- $496,564
- Participant contributions
- $671,667
- Total income / additions
- $6,408,649
- Benefits paid
- $619,464
- Administrative expenses
- $50,091
- Total expenses
- $669,555
- Net increase / (decrease)
- $5,739,094
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $50,091 | $0 |