Alcott School 403(B) Plan — Form 5500 plan (Alcott 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, Alcott School 403(B) Plan is a benefit plan reported by Alcott School under EIN 13-2939938 and plan number 001. The latest loaded filing year is 2023. The filing reports 193 participants and $7,794,931 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alcott School
- EIN
- 13-2939938
- Plan number
- 001
- Plan type
- 2
- Location
- Dobbs Ferry, NY
- Latest filing year
- 2023
- Participants
- 193
- End-of-year plan assets
- $7,794,931
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 193 | H, C | 20241007101917NAL0007480803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,794,931
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,794,931
- Net assets (BOY)
- $6,858,241
Income & contributions
- Employer contributions
- $58,064
- Participant contributions
- $267,901
- Total contributions
- $358,634
- Total income / additions
- $1,642,448
Expenses & distributions
- Benefits paid
- $597,277
- Administrative expenses
- $103,417
- Total expenses
- $705,758
- Net increase / (decrease)
- $936,690
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $74,688 | $0 | 2023 |
| Hpm Management Services | SERVICE PROVIER | $28,729 | not reported in the loaded dataset | 2023 |