Staten Island Academy Defined Contribution Retirement Plan — Form 5500 plan (Staten Island Academy)
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, Staten Island Academy Defined Contribution Retirement Plan is a benefit plan reported by Staten Island Academy under EIN 13-5600423 and plan number 001. The latest loaded filing year is 2023. The filing reports 223 participants and $23,551,920 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Staten Island Academy
- EIN
- 13-5600423
- Plan number
- 001
- Plan type
- 2
- Location
- Staten Island, NY
- Latest filing year
- 2023
- Participants
- 223
- End-of-year plan assets
- $23,551,920
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 223 | H, C | 20240909102848NAL0002714019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,551,920
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,551,920
- Net assets (BOY)
- $21,590,290
Income & contributions
- Employer contributions
- $278,945
- Participant contributions
- $468,738
- Total contributions
- $815,385
- Total income / additions
- $3,685,935
Expenses & distributions
- Benefits paid
- $1,717,769
- Administrative expenses
- $225
- Total expenses
- $1,724,305
- Net increase / (decrease)
- $1,961,630
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $450 | $0 | 2023 |