Longy School Of Music Defined Contribution Retirement Plan — Form 5500 plan (Longy School Of Music Of Bard College)

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, Longy School Of Music Defined Contribution Retirement Plan is a benefit plan reported by Longy School Of Music Of Bard College under EIN 14-1713034 and plan number 006. The latest loaded filing year is 2023. The filing reports 266 participants and $9,432,335 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.4MPlan net assets, end of year$9,432,335
Participants266Covered participants reported
Assets / participant$35.5KComputed: assets ÷ participants$35,460 (computed)
Provider compensation$4.1K2 Schedule C provider row(s)$4,145
Plan sponsor
Longy School Of Music Of Bard College
EIN
14-1713034
Plan number
006
Plan type
2
Location
Cambridge, MA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    266 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$9.4M total assets
Net assets$9.4MLiabilities$0
Money in vs. money out
Total income / additions$806K
Total expenses$182.9K
Benefits paid / distributions$173.4K
Contributions
Employer$72.2K
Participant$146.9K
Full reported line items

Net assets

Total assets (EOY)
$9,432,335
Total liabilities (EOY)
$0
Net assets (EOY)
$9,432,335
Net assets (BOY)
$8,809,217

Income & contributions

Employer contributions
$72,193
Participant contributions
$146,936
Total contributions
$219,129
Total income / additions
$806,010

Expenses & distributions

Benefits paid
$173,373
Administrative expenses
$9,519
Total expenses
$182,892
Net increase / (decrease)
$623,118
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 33%Participant 67%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Tiaa$3.8K
    NONE · Direct $3.8K · Indirect $0
  2. 2
    NONE · Direct $330 · Indirect $0

Related Form 5500 pages