Knox School 403(B) Dc Plan — Form 5500 plan (Knox 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, Knox School 403(B) Dc Plan is a benefit plan reported by Knox School under EIN 11-1743680 and plan number 001. The latest loaded filing year is 2023. The filing reports 182 participants and $4,425,072 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Knox School
- EIN
- 11-1743680
- Plan number
- 001
- Plan type
- 2
- Location
- St. James, NY
- Latest filing year
- 2023
- Participants
- 182
- End-of-year plan assets
- $4,425,072
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 182 | H, C | 20241007182516NAL0028174992001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,425,072
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,425,072
- Net assets (BOY)
- $4,335,014
Income & contributions
- Employer contributions
- $27,359
- Participant contributions
- $56,347
- Total contributions
- $85,741
- Total income / additions
- $699,371
Expenses & distributions
- Benefits paid
- $609,288
- Administrative expenses
- $25
- Total expenses
- $609,313
- Net increase / (decrease)
- $90,058
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $25 | $0 | 2023 |