2023 Form 5500 filing — Millbrook School Defined Contribution Retirement 403(B) 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 20240926143934NAL0000456371001) for Millbrook School Defined Contribution Retirement 403(B) Plan, reported by Millbrook School under EIN 14-1413770 and plan number 001. It reports 350 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926143934NAL0000456371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Millbrook School
- EIN
- 14-1413770
- Plan number
- 001
- Location
- Millbrook, NY
- Participants
- 350
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,974,672
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,974,672
- Employer contributions
- $685,297
- Participant contributions
- $847,137
- Total income / additions
- $5,435,658
- Benefits paid
- $838,797
- Administrative expenses
- $41,972
- Total expenses
- $880,769
- Net increase / (decrease)
- $4,554,889
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $32,273 | $0 |
| New Pinnacle Consulting Group, LLC | TPA | $6,299 | not reported in the loaded dataset |
| Kestra Advisory Services LLC | ADVISOR | $3,600 | not reported in the loaded dataset |