2023 Form 5500 filing — Peck School 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 20250319101426NAL0004906369001) for Peck School Retirement Plan, reported by The Peck School under EIN 22-1487293 and plan number 001. It reports 254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250319101426NAL0004906369001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Peck School
- EIN
- 22-1487293
- Plan number
- 001
- Location
- Morristown, NJ
- Participants
- 254
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,314,667
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,314,667
- Employer contributions
- $607,178
- Participant contributions
- $620,865
- Total income / additions
- $5,606,219
- Benefits paid
- $1,979,358
- Administrative expenses
- $41,797
- Total expenses
- $2,021,155
- Net increase / (decrease)
- $3,585,064
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Armanino Llp | AUDITOR | $17,026 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | ADVISOR | $11,253 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $6,747 | $0 |
| New Pinnacle Consulting Group, LLC | CONSULTANT | $5,995 | not reported in the loaded dataset |
| Smith & Howard | AUDITOR | $1,000 | not reported in the loaded dataset |