2023 Form 5500 filing — Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan And Ethical Culture Fieldston School Tax Deferred Annuity 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 20241009121534NAL0032603520001) for Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan And Ethical Culture Fieldston School Tax Deferred Annuity Plan, reported by Ethical Culture Fieldston School under EIN 13-3862529 and plan number 002. It reports 1,003 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)$187.3MReported net assets$187,296,130
Participants1K1,003
Provider compensation$49.6K1 Schedule C row(s)$49,619
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009121534NAL0032603520001
Plan sponsor
Ethical Culture Fieldston School
EIN
13-3862529
Plan number
002
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$187.3M total assets
Net assets$187.3MLiabilities$0
Money in vs. money out
Total income / additions$31.1M
Total expenses$7.5M
Benefits paid / distributions$7.4M
Contributions
Employer$3.8M
Participant$3.6M
Full reported line items
Total assets (EOY)
$187,296,130
Total liabilities (EOY)
$0
Net assets (EOY)
$187,296,130
Employer contributions
$3,825,603
Participant contributions
$3,591,562
Total income / additions
$31,122,564
Benefits paid
$7,393,861
Administrative expenses
$53,819
Total expenses
$7,455,986
Net increase / (decrease)
$23,666,578
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Tiaa$49.6K
    NONE · Direct $49.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009121534NAL0032603520001 cover?
It is the 2023 Form 5500 filing for Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan And Ethical Culture Fieldston School Tax Deferred Annuity Plan, reported by Ethical Culture Fieldston School (EIN 13-3862529).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages