2023 Form 5500 filing — The Hun School Of Princeton 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 20250414143435NAL0000795171001) for The Hun School Of Princeton Retirement Plan, reported by The Hun School Of Princeton under EIN 21-0639868 and plan number 001. It reports 434 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414143435NAL0000795171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Hun School Of Princeton
- EIN
- 21-0639868
- Plan number
- 001
- Location
- Princeton, NJ
- Participants
- 434
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,082,027
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,082,027
- Employer contributions
- $1,187,839
- Participant contributions
- $1,265,169
- Total income / additions
- $9,195,144
- Benefits paid
- $5,430,222
- Administrative expenses
- $47,467
- Total expenses
- $5,477,689
- Net increase / (decrease)
- $3,717,455
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc. | NONE | $25,173 | not reported in the loaded dataset |
| Flexpath Strategies, LLC | NONE | $21,844 | not reported in the loaded dataset |
| Tiaa | NONE | $450 | $0 |