2023 Form 5500 filing — The Winchester Thurston 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 20241015093906NAL0016072755004) for The Winchester Thurston School 403(B) Retirement Plan, reported by Winchester Thurston School under EIN 25-1030691 and plan number 010. It reports 378 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093906NAL0016072755004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Winchester Thurston School
- EIN
- 25-1030691
- Plan number
- 010
- Location
- Pittsburgh, PA
- Participants
- 378
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,392,117
- Net assets (EOY)
- $26,392,117
- Employer contributions
- $500,149
- Participant contributions
- $650,756
- Total income / additions
- $4,738,025
- Benefits paid
- $1,311,000
- Administrative expenses
- $72,814
- Total expenses
- $1,383,814
- Net increase / (decrease)
- $3,354,211
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Henderson Bros. Ret. Plan Serv. | NONE | $47,590 | not reported in the loaded dataset |
| Tiaa | PLAN CUSTODIAN | $25,523 | $0 |