Kent School Dc Retirement Plan — Form 5500 plan (Kent School Corporation)
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, Kent School Dc Retirement Plan is a benefit plan reported by Kent School Corporation under EIN 06-0646687 and plan number 004. The latest loaded filing year is 2023. The filing reports 620 participants and $70,277,842 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kent School Corporation
- EIN
- 06-0646687
- Plan number
- 004
- Plan type
- 2
- Location
- Kent, CT
- Latest filing year
- 2023
- Participants
- 620
- End-of-year plan assets
- $70,277,842
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 620 | H, C | 20250130134608NAL0000646931001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,277,842
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,277,842
- Net assets (BOY)
- $61,584,211
Income & contributions
- Employer contributions
- $1,732,751
- Participant contributions
- $1,446,922
- Total contributions
- $3,297,597
- Total income / additions
- $12,469,113
Expenses & distributions
- Benefits paid
- $3,606,873
- Administrative expenses
- $168,609
- Total expenses
- $3,775,482
- Net increase / (decrease)
- $8,693,631
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa-Teachers Ins & Assoc Of Americ | NONE | $106,136 | $0 | 2023 |
| Fiducient Advisors LLC | NONE | $44,563 | not reported in the loaded dataset | 2023 |
| Meyers Brothers Kalicka P.C. | NONE | $11,700 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | NONE | $6,210 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kent School Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Kent, CT
- Tiaa-Teachers Ins & Assoc Of Americ — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Meyers Brothers Kalicka P.C. — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation