2023 Form 5500 filing — The Hill 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 20241010142416NAL0021232545002) for The Hill School Defined Contribution Retirement Plan, reported by The Hill School under EIN 23-1352647 and plan number 004. It reports 540 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010142416NAL0021232545002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Hill School
- EIN
- 23-1352647
- Plan number
- 004
- Location
- Pottstown, PA
- Participants
- 540
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,768,544
- Net assets (EOY)
- $63,768,544
- Employer contributions
- $1,594,172
- Participant contributions
- $1,190,603
- Total income / additions
- $10,964,985
- Benefits paid
- $2,716,232
- Administrative expenses
- $103,484
- Total expenses
- $2,819,716
- Net increase / (decrease)
- $8,145,269
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | CONTRACT ADMINISTRATOR | $58,331 | $0 |
| Fiducient Advisors, LLC | INVESTMENT ADVISOR | $26,250 | not reported in the loaded dataset |
| Resources Investment Advisors, Inc. | INVESTMENT ADVISOR | $13,691 | not reported in the loaded dataset |