Portledge School Retirement Plan Ra — Form 5500 plan (Portledge 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, Portledge School Retirement Plan Ra is a benefit plan reported by Portledge School under EIN 11-6044973 and plan number 001. The latest loaded filing year is 2023. The filing reports 301 participants and $24,740,005 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Portledge School
- EIN
- 11-6044973
- Plan number
- 001
- Plan type
- 2
- Location
- Locust Valley, NY
- Latest filing year
- 2023
- Participants
- 301
- End-of-year plan assets
- $24,740,005
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 301 | H, C | 20241015154536NAL0048738816001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,740,005
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,740,005
- Net assets (BOY)
- $21,504,693
Income & contributions
- Employer contributions
- $525,533
- Participant contributions
- $418,528
- Total contributions
- $944,798
- Total income / additions
- $4,164,366
Expenses & distributions
- Benefits paid
- $906,292
- Administrative expenses
- $22,762
- Total expenses
- $929,054
- Net increase / (decrease)
- $3,235,312
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pkf O'Connor Davies Llp | NONE | $13,500 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $5,550 | $0 | 2023 |