Hewitt School Defined Contribution Retirement Plan — Form 5500 plan (The Hewitt 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, Hewitt School Defined Contribution Retirement Plan is a benefit plan reported by The Hewitt School under EIN 13-1658789 and plan number 001. The latest loaded filing year is 2023. The filing reports 521 participants and $45,216,062 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Hewitt School
- EIN
- 13-1658789
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 521
- End-of-year plan assets
- $45,216,062
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 521 | H, C | 20240509163032NAL0016894019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,216,062
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,216,062
- Net assets (BOY)
- $37,828,524
Income & contributions
- Employer contributions
- $1,115,297
- Participant contributions
- $711,385
- Total contributions
- $1,966,279
- Total income / additions
- $8,601,496
Expenses & distributions
- Benefits paid
- $1,203,189
- Administrative expenses
- $10,769
- Total expenses
- $1,213,958
- Net increase / (decrease)
- $7,387,538
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $7,244 | $0 | 2023 |
| Well And Good LLC | ADVISOR | $3,600 | not reported in the loaded dataset | 2023 |