Ethel Walker School Retirement Plan — Form 5500 plan (Ethel Walker 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, Ethel Walker School Retirement Plan is a benefit plan reported by Ethel Walker School under EIN 06-0689699 and plan number 001. The latest loaded filing year is 2023. The filing reports 374 participants and $24,884,259 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ethel Walker School
- EIN
- 06-0689699
- Plan number
- 001
- Plan type
- 2
- Location
- Simsbury, CT
- Latest filing year
- 2023
- Participants
- 374
- End-of-year plan assets
- $24,884,259
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 374 | H, C | 20250228074738NAL0000634385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,884,259
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,884,259
- Net assets (BOY)
- $24,061,436
Income & contributions
- Employer contributions
- $338,776
- Participant contributions
- $655,992
- Total contributions
- $1,222,689
- Total income / additions
- $4,064,518
Expenses & distributions
- Benefits paid
- $3,209,608
- Administrative expenses
- $7,973
- Total expenses
- $3,241,695
- Net increase / (decrease)
- $822,823
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancials Partners, LLC | ADVISOR | $2,791 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $2,681 | $0 | 2023 |
| Mayflower Financial Advisors, LLC | ADVISOR | $2,500 | not reported in the loaded dataset | 2023 |