2023 Form 5500 filing — The Masters School 403(B) Dc 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 20241015135518NAL0029864337001) for The Masters School 403(B) Dc Plan, reported by The Masters School under EIN 13-1740472 and plan number 001. It reports 570 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135518NAL0029864337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Masters School
- EIN
- 13-1740472
- Plan number
- 001
- Location
- Dobbs Ferry, NY
- Participants
- 570
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,291,709
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,291,709
- Employer contributions
- $1,227,790
- Participant contributions
- $1,381,755
- Total income / additions
- $9,608,890
- Benefits paid
- $1,962,046
- Administrative expenses
- $67,708
- Total expenses
- $2,041,107
- Net increase / (decrease)
- $7,567,783
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $37,458 | $0 |
| Kestra Advisory Services, LLC | ADVISOR | $27,000 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | CONSULTANT PENSION | $3,850 | not reported in the loaded dataset |