Westminster School Defined Contribution Plan — Form 5500 plan (Trustees Of Westminster School, Inc.)

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, Westminster School Defined Contribution Plan is a benefit plan reported by Trustees Of Westminster School, Inc. under EIN 06-0646960 and plan number 001. The latest loaded filing year is 2023. The filing reports 361 participants and $64,045,959 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees Of Westminster School, Inc.
EIN
06-0646960
Plan number
001
Plan type
2
Location
Simsbury, CT
Latest filing year
2023
Participants
361
End-of-year plan assets
$64,045,959

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023361H, C20241011141218NAL0043938274001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$64,045,959
Total liabilities (EOY)
$0
Net assets (EOY)
$64,045,959
Net assets (BOY)
$57,040,289

Income & contributions

Employer contributions
$1,144,325
Participant contributions
$890,137
Total contributions
$2,141,359
Total income / additions
$10,998,817

Expenses & distributions

Benefits paid
$3,984,866
Administrative expenses
$8,281
Total expenses
$3,993,147
Net increase / (decrease)
$7,005,670

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Teachers Insurance & Annuity Assoc.NONE$5,271$02023

Related Form 5500 pages