2023 Form 5500 filing — Germantown Academy Defined Contribution 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 20241009082145NAL0036461298001) for Germantown Academy Defined Contribution Plan, reported by Germantown Academy under EIN 23-1352639 and plan number 001. It reports 644 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009082145NAL0036461298001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Germantown Academy
- EIN
- 23-1352639
- Plan number
- 001
- Location
- Fort Washington, PA
- Participants
- 644
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $92,214,530
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $92,214,530
- Employer contributions
- $1,594,898
- Participant contributions
- $1,695,359
- Total income / additions
- $15,326,735
- Benefits paid
- $4,451,687
- Administrative expenses
- $44,553
- Total expenses
- $4,496,240
- Net increase / (decrease)
- $10,830,495
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Teachers Ins & Ann Assoc | NONE | $45,278 | $0 |