The Dalton Schools, Inc. Retirement And Savings Plan — Form 5500 plan (The Dalton Schools, Inc.)
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 Dalton Schools, Inc. Retirement And Savings Plan is a benefit plan reported by The Dalton Schools, Inc. under EIN 13-2751872 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,067 participants and $234,560,595 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Dalton Schools, Inc.
- EIN
- 13-2751872
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 1,067
- End-of-year plan assets
- $234,560,595
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,067 | H, C | 20241015054707NAL0028837441001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $234,560,595
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $234,560,595
- Net assets (BOY)
- $205,066,183
Income & contributions
- Employer contributions
- $4,278,671
- Participant contributions
- $3,614,352
- Total contributions
- $8,266,934
- Total income / additions
- $39,650,344
Expenses & distributions
- Benefits paid
- $10,079,045
- Administrative expenses
- $76,887
- Total expenses
- $10,155,932
- Net increase / (decrease)
- $29,494,412
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $29,465 | $0 | 2023 |
| Fiducient Advisors, LLC | NONE | $16,042 | not reported in the loaded dataset | 2023 |
| Eisner Amper Llp | NONE | $12,180 | not reported in the loaded dataset | 2023 |
| Eisner Advisory Group LLC | NONE | $8,400 | not reported in the loaded dataset | 2023 |
| Eisneramper, Llp | NONE | $6,300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Dalton Schools, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Tiaa — Schedule C compensation
- Fiducient Advisors, LLC — Schedule C compensation
- Eisner Amper Llp — Schedule C compensation
- Eisner Advisory Group LLC — Schedule C compensation
- Eisneramper, Llp — Schedule C compensation