Walnut Hill School Defined Contribution Retirement Plan — Form 5500 plan (Walnut Hill School For The Arts)
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, Walnut Hill School Defined Contribution Retirement Plan is a benefit plan reported by Walnut Hill School For The Arts under EIN 04-2103636 and plan number 002. The latest loaded filing year is 2023. The filing reports 242 participants and $18,409,851 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Walnut Hill School For The Arts
- EIN
- 04-2103636
- Plan number
- 002
- Plan type
- 2
- Location
- Natick, MA
- Latest filing year
- 2023
- Participants
- 242
- End-of-year plan assets
- $18,409,851
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 242 | H, C | 20240503114222NAL0033070002001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,409,851
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,409,851
- Net assets (BOY)
- $15,422,961
Income & contributions
- Employer contributions
- $407,223
- Participant contributions
- $559,678
- Total contributions
- $1,019,837
- Total income / additions
- $3,849,850
Expenses & distributions
- Benefits paid
- $850,406
- Administrative expenses
- $12,554
- Total expenses
- $862,960
- Net increase / (decrease)
- $2,986,890
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $9,519 | $0 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,219 | not reported in the loaded dataset | 2023 |
| Well And Good LLC | ADVISOR | $816 | not reported in the loaded dataset | 2023 |