Grace Church School Retirement And Savings Plan — Form 5500 plan (Grace Church 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, Grace Church School Retirement And Savings Plan is a benefit plan reported by Grace Church School under EIN 11-3752853 and plan number 001. The latest loaded filing year is 2023. The filing reports 377 participants and $67,535,822 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Grace Church School
- EIN
- 11-3752853
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 377
- End-of-year plan assets
- $67,535,822
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 377 | H, C | 20241114132241NAL0010742275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,535,822
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,535,822
- Net assets (BOY)
- $57,607,962
Income & contributions
- Employer contributions
- $1,596,672
- Participant contributions
- $1,752,147
- Total contributions
- $3,370,407
- Total income / additions
- $12,496,634
Expenses & distributions
- Benefits paid
- $2,523,996
- Administrative expenses
- $44,778
- Total expenses
- $2,568,774
- Net increase / (decrease)
- $9,927,860
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa-Cref | RECORDKEEPER | $37,136 | $0 | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTANT | $4,342 | not reported in the loaded dataset | 2023 |
| Well And Good, LLC | ADVISOR | $3,600 | not reported in the loaded dataset | 2023 |