Friends Academy Defined Contribution Retirement Plan — Form 5500 plan (Friends Academy)
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, Friends Academy Defined Contribution Retirement Plan is a benefit plan reported by Friends Academy under EIN 11-1633485 and plan number 002. The latest loaded filing year is 2023. The filing reports 430 participants and $60,457,667 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Friends Academy
- EIN
- 11-1633485
- Plan number
- 002
- Plan type
- 2
- Location
- Locust Valley, NY
- Latest filing year
- 2023
- Participants
- 430
- End-of-year plan assets
- $60,457,667
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 430 | H, C | 20240703072711NAL0004238195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,457,667
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,457,667
- Net assets (BOY)
- $53,530,728
Income & contributions
- Employer contributions
- $814,489
- Participant contributions
- $1,016,090
- Total contributions
- $1,845,579
- Total income / additions
- $10,058,026
Expenses & distributions
- Benefits paid
- $3,080,134
- Administrative expenses
- $50,953
- Total expenses
- $3,131,087
- Net increase / (decrease)
- $6,926,939
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $22,782 | $0 | 2023 |
| Pkf O'Connor Davies Llp | AUDITOR | $12,600 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors, Inc | ADVISOR | $8,500 | not reported in the loaded dataset | 2023 |
| Onedigital Investment Advisors | ADVISOR | $4,250 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTING | $3,346 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Friends Academy
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Locust Valley, NY
- Tiaa — Schedule C compensation
- Pkf O'Connor Davies Llp — Schedule C compensation
- Resources Investment Advisors, Inc — Schedule C compensation
- Onedigital Investment Advisors — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation