2023 Form 5500 filing — Pomfret School 403(B) 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 20241009115916NAL0010580883001) for Pomfret School 403(B) Retirement Plan, reported by Pomfret School under EIN 06-0646784 and plan number 001. It reports 437 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$43.6MReported net assets$43,635,342
Participants437
Provider compensation$83.8K4 Schedule C row(s)$83,848
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009115916NAL0010580883001
- Plan sponsor
- Pomfret School
- EIN
- 06-0646784
- Plan number
- 001
- Location
- Pomfret, CT
- Received date
- not reported in the loaded dataset
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)$43.6M total assets
Net assets$43.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $43,635,342
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,635,342
- Employer contributions
- $781,112
- Participant contributions
- $937,643
- Total income / additions
- $7,630,280
- Benefits paid
- $1,555,265
- Administrative expenses
- $83,473
- Total expenses
- $1,638,738
- Net increase / (decrease)
- $5,991,542
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | SERVICE PROVIDER | $52,013 | $0 |
| Cohnreznick Llp | NONE | $16,500 | not reported in the loaded dataset |
| Kestra Advisory Services, LLC | NONE | $9,400 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | TPA | $5,935 | not reported in the loaded dataset |