2023 Form 5500 filing — Alcott School 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 20241007101917NAL0007480803001) for Alcott School 403(B) Plan, reported by Alcott School under EIN 13-2939938 and plan number 001. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007101917NAL0007480803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alcott School
- EIN
- 13-2939938
- Plan number
- 001
- Location
- Dobbs Ferry, NY
- Participants
- 193
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,794,931
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,794,931
- Employer contributions
- $58,064
- Participant contributions
- $267,901
- Total income / additions
- $1,642,448
- Benefits paid
- $597,277
- Administrative expenses
- $103,417
- Total expenses
- $705,758
- Net increase / (decrease)
- $936,690
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $74,688 | $0 |
| Hpm Management Services | SERVICE PROVIER | $28,729 | not reported in the loaded dataset |