2023 Form 5500 filing — Tenacre Foundation 401k 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 20241015153633NAL0050224704001) for Tenacre Foundation 401k Plan, reported by Tenacre Foundation under EIN 21-0577480 and plan number 003. It reports 267 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$34MReported net assets$34,026,180
Participants267
Provider compensation$19.6K2 Schedule C row(s)$19,595
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015153633NAL0050224704001
- Plan sponsor
- Tenacre Foundation
- EIN
- 21-0577480
- Plan number
- 003
- Location
- Princeton, NJ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$34M total assets
Net assets$34MLiabilities$0
Full reported line items
- Total assets (EOY)
- $34,026,180
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,026,180
- Employer contributions
- $1,067,950
- Participant contributions
- $1,395,809
- Total income / additions
- $7,879,262
- Benefits paid
- $2,597,939
- Administrative expenses
- $14,195
- Total expenses
- $2,686,040
- Net increase / (decrease)
- $5,193,222
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $19,085 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $0 | $510 |