The Buckley School In The City Of New York 403(B) Defined Contribution Plan — Form 5500 plan (The Buckley School In The City Of New York)
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 Buckley School In The City Of New York 403(B) Defined Contribution Plan is a benefit plan reported by The Buckley School In The City Of New York under EIN 13-1837409 and plan number 002. The latest loaded filing year is 2023. The filing reports 271 participants and $51,548,792 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Buckley School In The City Of New York
- EIN
- 13-1837409
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 271
- End-of-year plan assets
- $51,548,792
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 271 | H, C | 20250414103315NAL0003197410001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,548,792
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,548,792
- Net assets (BOY)
- $45,473,940
Income & contributions
- Employer contributions
- $1,420,081
- Participant contributions
- $759,459
- Total contributions
- $2,202,713
- Total income / additions
- $7,932,362
Expenses & distributions
- Benefits paid
- $1,836,715
- Administrative expenses
- $20,795
- Total expenses
- $1,857,510
- Net increase / (decrease)
- $6,074,852
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $14,070 | $0 | 2023 |
| Planpilot | ADVISOR | $6,875 | not reported in the loaded dataset | 2023 |