The Masters School 403(B) Dc Plan — Form 5500 plan (The Masters 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 Masters School 403(B) Dc Plan is a benefit plan reported by The Masters School under EIN 13-1740472 and plan number 001. The latest loaded filing year is 2023. The filing reports 570 participants and $55,291,709 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Masters School
- EIN
- 13-1740472
- Plan number
- 001
- Plan type
- 2
- Location
- Dobbs Ferry, NY
- Latest filing year
- 2023
- Participants
- 570
- End-of-year plan assets
- $55,291,709
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 570 | H, C | 20241015135518NAL0029864337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,291,709
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,291,709
- Net assets (BOY)
- $47,723,926
Income & contributions
- Employer contributions
- $1,227,790
- Participant contributions
- $1,381,755
- Total contributions
- $2,624,184
- Total income / additions
- $9,608,890
Expenses & distributions
- Benefits paid
- $1,962,046
- Administrative expenses
- $67,708
- Total expenses
- $2,041,107
- Net increase / (decrease)
- $7,567,783
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $37,458 | $0 | 2023 |
| Kestra Advisory Services, LLC | ADVISOR | $27,000 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTANT PENSION | $3,850 | not reported in the loaded dataset | 2023 |