2023 Form 5500 filing — The Tenacre Foundation Pension 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 20241015153403NAL0030185345001) for The Tenacre Foundation Pension Plan, reported by Tenacre Foundation under EIN 21-0577480 and plan number 001. It reports 303 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153403NAL0030185345001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tenacre Foundation
- EIN
- 21-0577480
- Plan number
- 001
- Location
- Princeton, NJ
- Participants
- 303
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,384,816
- Total liabilities (EOY)
- $18,000
- Net assets (EOY)
- $57,366,816
- Total income / additions
- $9,052,731
- Benefits paid
- $1,213,863
- Administrative expenses
- $437,935
- Total expenses
- $1,651,798
- Net increase / (decrease)
- $7,400,933
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust Company | NONE | $322,121 | not reported in the loaded dataset |
| Towle & Co. | NONE | $35,742 | not reported in the loaded dataset |
| Wells Fargo | NONE | $33,585 | not reported in the loaded dataset |
| Preferred Pension Planning Corp | NONE | $21,310 | not reported in the loaded dataset |
| Withum Smith & Brown, Pc | NONE | $18,000 | not reported in the loaded dataset |
| Adp | NONE | $7,177 | not reported in the loaded dataset |