2023 Form 5500 filing — The Episcopal 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 20240926135610NAL0000746001001) for The Episcopal School Dc Retirement Plan, reported by The Episcopal School In The City Of New York under EIN 13-1945827 and plan number 002. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$15.6MReported net assets$15,638,785
Participants140
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240926135610NAL0000746001001
Plan sponsor
The Episcopal School In The City Of New York
EIN
13-1945827
Plan number
002
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$15.6M total assets
Net assets$15.6MLiabilities$0
Money in vs. money out
Total income / additions$3.4M
Total expenses$327.7K
Benefits paid / distributions$327.7K
Contributions
Employer$323.7K
Participant$273K
Full reported line items
Total assets (EOY)
$15,638,785
Total liabilities (EOY)
$0
Net assets (EOY)
$15,638,785
Employer contributions
$323,674
Participant contributions
$272,976
Total income / additions
$3,399,806
Benefits paid
$327,742
Administrative expenses
$0
Total expenses
$327,742
Net increase / (decrease)
$3,072,064

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240926135610NAL0000746001001 cover?
It is the 2023 Form 5500 filing for The Episcopal School Dc Retirement Plan, reported by The Episcopal School In The City Of New York (EIN 13-1945827).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages