2023 Form 5500 filing — Nysmith School For The Gifted, Inc. 401(K) 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 20251201144108NAL0015721184001) for Nysmith School For The Gifted, Inc. 401(K) Plan, reported by Nysmith School For The Gifted, I under EIN 54-1261897 and plan number 001. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251201144108NAL0015721184001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nysmith School For The Gifted, I
- EIN
- 54-1261897
- Plan number
- 001
- Location
- Herndon, VA
- Participants
- 170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,731,012
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,731,012
- Participant contributions
- $508,148
- Total income / additions
- $2,202,019
- Benefits paid
- $84,817
- Administrative expenses
- $31,668
- Total expenses
- $116,752
- Net increase / (decrease)
- $2,085,267
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $6,304 | $0 |
| James A. Reichert | INVESTMENT/FINANCIAL ADVI | $6,298 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |