2023 Form 5500 filing — Agnes Irwin 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 20250626114924NAL0008525729001) for Agnes Irwin School Defined Contribution Retirement Plan, reported by The Agnes Irwin School under EIN 23-1352650 and plan number 001. It reports 496 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250626114924NAL0008525729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Agnes Irwin School
- EIN
- 23-1352650
- Plan number
- 001
- Location
- Bryn Mawr, PA
- Participants
- 496
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,475,548
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,475,548
- Employer contributions
- $548,589
- Participant contributions
- $783,085
- Total income / additions
- $8,737,459
- Benefits paid
- $5,229,147
- Administrative expenses
- $27,734
- Total expenses
- $5,257,975
- Net increase / (decrease)
- $3,479,484
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa- Teachers Ins & Annuity Assoc | RECORDKEEPER | $26,649 | $0 |
| Newport Trust Company | CUSTODIAN | $1,085 | $0 |