2023 Form 5500 filing — Newark Academy Dc 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 20250414121317NAL0001724689001) for Newark Academy Dc Retirement Plan, reported by Newark Academy Trustees under EIN 22-1487270 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
- 20250414121317NAL0001724689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Newark Academy Trustees
- EIN
- 22-1487270
- Plan number
- 001
- Location
- Livingston, NJ
- Participants
- 317
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,688,747
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,688,747
- Employer contributions
- $1,204,100
- Participant contributions
- $785,214
- Total income / additions
- $8,018,876
- Benefits paid
- $1,809,171
- Administrative expenses
- $16,925
- Total expenses
- $1,826,096
- Net increase / (decrease)
- $6,192,780
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $9,725 | $0 |
| Planpilot, LLC | NONE | $7,200 | not reported in the loaded dataset |