The Tenacre Foundation Pension Plan — Form 5500 plan (Tenacre Foundation)
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 Tenacre Foundation Pension Plan is a benefit plan reported by Tenacre Foundation under EIN 21-0577480 and plan number 001. The latest loaded filing year is 2023. The filing reports 303 participants and $57,384,816 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tenacre Foundation
- EIN
- 21-0577480
- Plan number
- 001
- Plan type
- 2
- Location
- Princeton, NJ
- Latest filing year
- 2023
- Participants
- 303
- End-of-year plan assets
- $57,384,816
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 303 | H, C | 20241015153403NAL0030185345001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,384,816
- Total liabilities (EOY)
- $18,000
- Net assets (EOY)
- $57,366,816
- Net assets (BOY)
- $49,965,883
Income & contributions
- Total contributions
- $0
- Total income / additions
- $9,052,731
Expenses & distributions
- Benefits paid
- $1,213,863
- Administrative expenses
- $437,935
- Total expenses
- $1,651,798
- Net increase / (decrease)
- $7,400,933
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Trust Company | NONE | $322,121 | not reported in the loaded dataset | 2023 |
| Towle & Co. | NONE | $35,742 | not reported in the loaded dataset | 2023 |
| Wells Fargo | NONE | $33,585 | not reported in the loaded dataset | 2023 |
| Preferred Pension Planning Corp | NONE | $21,310 | not reported in the loaded dataset | 2023 |
| Withum Smith & Brown, Pc | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Adp | NONE | $7,177 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tenacre Foundation
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Princeton, NJ
- American Trust Company — Schedule C compensation
- Towle & Co. — Schedule C compensation
- Wells Fargo — Schedule C compensation
- Preferred Pension Planning Corp — Schedule C compensation
- Withum Smith & Brown, Pc — Schedule C compensation
- Adp — Schedule C compensation