2023 Form 5500 filing — Academy Of Notre Dame De Namur 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 20250411081516NAL0012535299001) for Academy Of Notre Dame De Namur Defined Contribution Retirement Plan, reported by Academy Of Notre Dame De Namur under EIN 23-1465491 and plan number 001. It reports 317 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411081516NAL0012535299001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Academy Of Notre Dame De Namur
- EIN
- 23-1465491
- Plan number
- 001
- Location
- Villanova, PA
- Participants
- 317
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,177,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,177,029
- Employer contributions
- $390,582
- Participant contributions
- $537,175
- Total income / additions
- $2,849,125
- Benefits paid
- $880,541
- Administrative expenses
- $24,326
- Total expenses
- $904,867
- Net increase / (decrease)
- $1,944,258
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Teachers Insur & Annuity Assoc | RECORDKEEPER | $24,542 | $0 |