2023 Form 5500 filing — The Ross 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 20241015152519NAL0030161649001) for The Ross School Defined Contribution Retirement Plan, reported by The Ross School under EIN 01-0880911 and plan number 001. It reports 251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152519NAL0030161649001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Ross School
- EIN
- 01-0880911
- Plan number
- 001
- Location
- East Hampton, NY
- Participants
- 251
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,851,357
- Net assets (EOY)
- $16,851,357
- Employer contributions
- $54,660
- Participant contributions
- $142,868
- Total income / additions
- $2,451,555
- Benefits paid
- $933,903
- Administrative expenses
- $180
- Total expenses
- $934,083
- Net increase / (decrease)
- $1,517,472
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | INSURANCE CARRIER | $478 | $0 |