The Rectory School Defined Contribution Retirement Plan — Form 5500 plan (The Rectory 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, The Rectory School Defined Contribution Retirement Plan is a benefit plan reported by The Rectory School under EIN 06-0646805 and plan number 001. The latest loaded filing year is 2023. The filing reports 273 participants and $21,473,754 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Rectory School
- EIN
- 06-0646805
- Plan number
- 001
- Plan type
- 2
- Location
- Pomfret, CT
- Latest filing year
- 2023
- Participants
- 273
- End-of-year plan assets
- $21,473,754
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 273 | H, C | 20250317150756NAL0002654096001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,473,754
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,473,754
- Net assets (BOY)
- $19,629,641
Income & contributions
- Employer contributions
- $330,492
- Participant contributions
- $770,004
- Total contributions
- $1,179,667
- Total income / additions
- $3,809,829
Expenses & distributions
- Benefits paid
- $1,910,560
- Administrative expenses
- $55,156
- Total expenses
- $1,965,716
- Net increase / (decrease)
- $1,844,113
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $55,313 | $0 | 2023 |
| Procyon Partners LLC | INVESTMENT ADVISORY | $0 | $28,452 | 2023 |
| The Angell Pension Group, Inc. | CONTRACT ADMINISTRATOR | $0 | $10,282 | 2023 |