2023 Form 5500 filing — Westbury Friends School 403(B) Dc Plan 367055

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 20241021070009NAL0001238721001) for Westbury Friends School 403(B) Dc Plan 367055, reported by Westbury Friends School under EIN 11-1847129 and plan number 001. It reports 16 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$988KReported net assets$988,014
Participants16
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241021070009NAL0001238721001
Plan sponsor
Westbury Friends School
EIN
11-1847129
Plan number
001
Location
Westbury, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$988K total assets
Net assets$988KLiabilities
Money in vs. money out
Total income / additions$89.5K
Total expenses$630.7K
Benefits paid / distributions$630.7K
Contributions
EmployerNot reported
Participant$4.7K
Full reported line items
Total assets (EOY)
$988,014
Net assets (EOY)
$988,014
Participant contributions
$4,700
Total income / additions
$89,508
Benefits paid
$630,713
Total expenses
$630,713
Net increase / (decrease)
-$541,205

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241021070009NAL0001238721001 cover?
It is the 2023 Form 5500 filing for Westbury Friends School 403(B) Dc Plan 367055, reported by Westbury Friends School (EIN 11-1847129).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages