2023 Form 5500 filing — The Town 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 20241206152049NAL0003898435001) for The Town School Defined Contribution Retirement Plan, reported by The Town School under EIN 13-1393610 and plan number 001. It reports 327 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)$52.1MReported net assets$52,143,159
Participants327
Provider compensation$69.9K7 Schedule C row(s)$69,870
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241206152049NAL0003898435001
- Plan sponsor
- The Town School
- EIN
- 13-1393610
- Plan number
- 001
- Location
- New York, NY
- 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)$52.1M total assets
Net assets$52.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $52,143,159
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,143,159
- Employer contributions
- $834,204
- Participant contributions
- $930,253
- Total income / additions
- $9,314,226
- Benefits paid
- $2,582,880
- Administrative expenses
- $42,841
- Total expenses
- $2,625,721
- Net increase / (decrease)
- $6,688,505
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz, Inc. | ADVISOR | $16,500 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $16,243 | $0 |
| Marks Paneth Llp | AUDITOR | $10,000 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $9,528 | $0 |
| Well And Good LLC | ADVISOR | $7,200 | not reported in the loaded dataset |
| Planpilot, LLC | CONSULTANT | $7,200 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | TPA | $3,199 | not reported in the loaded dataset |