2023 Form 5500 filing — Friends Select School 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 20241001081617NAL0006785617001) for Friends Select School Retirement Plan, reported by Friends Select School under EIN 23-0604370 and plan number 001. It reports 229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001081617NAL0006785617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Friends Select School
- EIN
- 23-0604370
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 229
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,267,869
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,267,869
- Employer contributions
- $575,263
- Participant contributions
- $763,668
- Total income / additions
- $6,415,076
- Benefits paid
- $1,442,924
- Administrative expenses
- $80,352
- Total expenses
- $1,523,276
- Net increase / (decrease)
- $4,891,800
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa Ins & Annuity Assoc | CONTRACT ADMIN. | $47,377 | $0 |
| Onedigital Investment Advisors Inc | INVESTMENT ADVISOR | $19,000 | not reported in the loaded dataset |
| Tait Weller & Baker | AUDITOR | $10,000 | not reported in the loaded dataset |