2023 Form 5500 filing — Trinity-Pawling 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 20250415171332NAL0001674355001) for Trinity-Pawling School Retirement Plan, reported by Trinity-Pawling School under EIN 14-1601551 and plan number 004. It reports 298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$29.9MReported net assets$29,949,523

Participants298

Provider compensation$51.7K3 Schedule C row(s)$51,716

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250415171332NAL0001674355001
Plan sponsor: Trinity-Pawling School
EIN: 14-1601551
Plan number: 004
Location: Pawling, NY
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$29.9M total assets

Net assets$29.9MLiabilities—

Money in vs. money out

Total income / additions$4.8M

Total expenses$988.4K

Benefits paid / distributions$947.3K

Contributions

Employer$647.4K

Participant$546.5K

Full reported line items

Total assets (EOY): $29,949,523
Net assets (EOY): $29,949,523
Employer contributions: $647,443
Participant contributions: $546,502
Total income / additions: $4,759,768
Benefits paid: $947,263
Administrative expenses: $41,100
Total expenses: $988,363
Net increase / (decrease): $3,771,405

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Tiaa - Teachers Insurance And Annui$37.2K
NONE · Direct $37.2K · Indirect $0
2
Uhy Llp$8.5K
NONE · Direct $8.5K
3
Kestra Advisory Services, LLC$6K
NONE · Direct $6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250415171332NAL0001674355001 cover?: It is the 2023 Form 5500 filing for Trinity-Pawling School Retirement Plan, reported by Trinity-Pawling School (EIN 14-1601551).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).