The Lowell School Defined Contribution Retirement Plan — Form 5500 plan (The Lowell 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, The Lowell School Defined Contribution Retirement Plan is a benefit plan reported by The Lowell School under EIN 11-3120337 and plan number 002. The latest loaded filing year is 2023. The filing reports 110 participants and $2,902,905 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Lowell School
- EIN
- 11-3120337
- Plan number
- 002
- Plan type
- 2
- Location
- Whitestone, NY
- Latest filing year
- 2023
- Participants
- 110
- End-of-year plan assets
- $2,902,905
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 110 | H | 20250407093802NAL0030951986001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,902,905
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,902,905
- Net assets (BOY)
- $2,536,799
Income & contributions
- Employer contributions
- $153,815
- Total contributions
- $153,815
- Total income / additions
- $514,682
Expenses & distributions
- Benefits paid
- $127,885
- Administrative expenses
- $20,577
- Total expenses
- $148,576
- Net increase / (decrease)
- $366,106
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.