The Winston Preparatory School 403(B) Dc Plan — Form 5500 plan (The Winston Preparatory 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 Winston Preparatory School 403(B) Dc Plan is a benefit plan reported by The Winston Preparatory School under EIN 13-3085860 and plan number 001. The latest loaded filing year is 2023. The filing reports 309 participants and $33,535,226 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Winston Preparatory School
- EIN
- 13-3085860
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 309
- End-of-year plan assets
- $33,535,226
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 309 | H, C | 20240716083605NAL0002841345001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,535,226
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,535,226
- Net assets (BOY)
- $28,014,086
Income & contributions
- Employer contributions
- $1,142,159
- Participant contributions
- $1,344,037
- Total contributions
- $2,580,174
- Total income / additions
- $7,546,009
Expenses & distributions
- Benefits paid
- $1,964,477
- Administrative expenses
- $53,450
- Total expenses
- $2,024,869
- Net increase / (decrease)
- $5,521,140
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $23,360 | $0 | 2023 |
| Bederson Llp | AUDITOR | $14,776 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | AUDITOR | $9,653 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | TPA | $6,086 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Winston Preparatory School
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Tiaa — Schedule C compensation
- Bederson Llp — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation