Holderness School Dc Retirement Plan — Form 5500 plan (Holderness School)
Plain-English plan 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, Holderness School Dc Retirement Plan is a benefit plan reported by Holderness School under EIN 02-0147630 and plan number 001. The latest loaded filing year is 2023. The filing reports 332 participants and $38,783,007 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Holderness School
- EIN
- 02-0147630
- Plan number
- 001
- Plan type
- 2
- Location
- Plymouth, NH
- Latest filing year
- 2023
- Participants
- 332
- End-of-year plan assets
- $38,783,007
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 332 | H, C | 20241010175122NAL0034926816001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,783,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,783,007
- Net assets (BOY)
- $33,490,817
Income & contributions
- Employer contributions
- $741,542
- Participant contributions
- $754,678
- Total contributions
- $1,503,566
- Total income / additions
- $6,781,124
Expenses & distributions
- Benefits paid
- $1,462,713
- Administrative expenses
- $26,221
- Total expenses
- $1,488,934
- Net increase / (decrease)
- $5,292,190
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nathan Wechsler | AUDITOR | $12,000 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | RECORDKEEPER | $9,644 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $2,562 | $0 | 2023 |
| New Pinnacle Consulting Group, LLC | TPA | $2,140 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Holderness School
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Plymouth, NH
- Nathan Wechsler — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Tiaa — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation