2023 Form 5500 filing — The Lowell 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 20250407093802NAL0030951986001) for The Lowell School Defined Contribution Retirement Plan, reported by The Lowell School under EIN 11-3120337 and plan number 002. It reports 110 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20250407093802NAL0030951986001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Lowell School
- EIN
- 11-3120337
- Plan number
- 002
- Location
- Whitestone, NY
- Participants
- 110
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,902,905
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,902,905
- Employer contributions
- $153,815
- Total income / additions
- $514,682
- Benefits paid
- $127,885
- Administrative expenses
- $20,577
- Total expenses
- $148,576
- Net increase / (decrease)
- $366,106
- Schedule source
- Schedule H