Tabor Academy Defined Contribution Plan — Form 5500 plan (Tabor Academy)
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, Tabor Academy Defined Contribution Plan is a benefit plan reported by Tabor Academy under EIN 04-2103632 and plan number 002. The latest loaded filing year is 2023. The filing reports 461 participants and $70,124,757 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tabor Academy
- EIN
- 04-2103632
- Plan number
- 002
- Plan type
- 2
- Location
- Marion, MA
- Latest filing year
- 2023
- Participants
- 461
- End-of-year plan assets
- $70,124,757
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 461 | H, C | 20250414131702NAL0001763489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,124,757
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,124,757
- Net assets (BOY)
- $61,328,896
Income & contributions
- Employer contributions
- $1,371,953
- Participant contributions
- $1,386,404
- Total contributions
- $2,766,775
- Total income / additions
- $11,395,038
Expenses & distributions
- Benefits paid
- $2,547,716
- Administrative expenses
- $51,787
- Total expenses
- $2,599,177
- Net increase / (decrease)
- $8,795,861
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $51,780 | $0 | 2023 |
| Fidelity Investment | RECORDKEEPER | $240 | not reported in the loaded dataset | 2023 |
| Mutual Of America Life Insurance Co | RECORDKEEPER | $67 | not reported in the loaded dataset | 2023 |