The Packer Collegiate Institute Defined Contribution Retirement Plan — Form 5500 plan (The Packer Collegiate Institute)
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 Packer Collegiate Institute Defined Contribution Retirement Plan is a benefit plan reported by The Packer Collegiate Institute under EIN 11-1633522 and plan number 001. The latest loaded filing year is 2023. The filing reports 736 participants and $99,981,110 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Packer Collegiate Institute
- EIN
- 11-1633522
- Plan number
- 001
- Plan type
- 2
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 736
- End-of-year plan assets
- $99,981,110
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 736 | H, C | 20250113085328NAL0037019554001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $99,981,110
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $99,981,110
- Net assets (BOY)
- $86,759,981
Income & contributions
- Employer contributions
- $1,847,884
- Participant contributions
- $2,019,643
- Total contributions
- $5,611,363
- Total income / additions
- $17,867,457
Expenses & distributions
- Benefits paid
- $4,569,961
- Administrative expenses
- $76,367
- Total expenses
- $4,646,328
- Net increase / (decrease)
- $13,221,129
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $40,539 | $0 | 2023 |
| Pkf O'Connor Davies, Llp | AUDITOR | $20,500 | not reported in the loaded dataset | 2023 |
| Planpilot, LLC | ADVISOR | $10,800 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTANT | $4,598 | not reported in the loaded dataset | 2023 |
| Boutwell Faye Llp | LEGAL | $680 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Packer Collegiate Institute
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brooklyn, NY
- Tiaa — Schedule C compensation
- Pkf O'Connor Davies, Llp — Schedule C compensation
- Planpilot, LLC — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation
- Boutwell Faye Llp — Schedule C compensation