2023 Form 5500 filing — The Ellis School Defined Contribution 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 20241010121100NAL0020949089001) for The Ellis School Defined Contribution Retirement Plan, reported by The Ellis School under EIN 25-0965329 and plan number 001. It reports 249 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010121100NAL0020949089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Ellis School
- EIN
- 25-0965329
- Plan number
- 001
- Location
- Pittsburgh, PA
- Participants
- 249
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,798,342
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,798,342
- Employer contributions
- $353,910
- Participant contributions
- $454,241
- Total income / additions
- $4,433,063
- Benefits paid
- $2,527,718
- Administrative expenses
- $65,925
- Total expenses
- $2,593,643
- Net increase / (decrease)
- $1,839,420
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Ellis School | NONE | $42,020 | not reported in the loaded dataset |
| Henderson Bros. Ret Plan Serv. | BROKER | $32,700 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | CONSULTING | $2,887 | not reported in the loaded dataset |
| Sisterson & Co., Llp | ACCOUNTANT | $2,500 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $325 | $0 |