The Spence School Retirement And Savings Plan — Form 5500 plan (The Spence 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 Spence School Retirement And Savings Plan is a benefit plan reported by The Spence School under EIN 13-1635286 and plan number 001. The latest loaded filing year is 2023. The filing reports 666 participants and $124,482,494 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Spence School
- EIN
- 13-1635286
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 666
- End-of-year plan assets
- $124,482,494
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 666 | H, C | 20241015072722NAL0028927841001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $124,482,494
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $124,482,494
- Net assets (BOY)
- $110,511,450
Income & contributions
- Employer contributions
- $2,209,882
- Participant contributions
- $2,937,666
- Total contributions
- $5,755,415
- Total income / additions
- $21,390,953
Expenses & distributions
- Benefits paid
- $7,384,718
- Administrative expenses
- $35,191
- Total expenses
- $7,419,909
- Net increase / (decrease)
- $13,971,044
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $31,591 | $0 | 2023 |
| Well And Good LLC | ADVISOR | $3,600 | not reported in the loaded dataset | 2023 |