Tenacre Foundation 401k 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, Tenacre Foundation 401k Plan is a benefit plan reported by Tenacre Foundation under EIN 21-0577480 and plan number 003. The latest loaded filing year is 2023. The filing reports 267 participants and $34,026,180 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$34MPlan net assets, end of year$34,026,180
Participants267Covered participants reported
Assets / participant$127.4KComputed: assets ÷ participants$127,439 (computed)
Provider compensation$19.6K2 Schedule C provider row(s)$19,595
- Plan sponsor
- Tenacre Foundation
- EIN
- 21-0577480
- Plan number
- 003
- Plan type
- 2
- Location
- Princeton, NJ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 267 | H, C | 20241015153633NAL0050224704001 |
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)$34M total assets
Net assets$34MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $34,026,180
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,026,180
- Net assets (BOY)
- $28,832,958
Income & contributions
- Employer contributions
- $1,067,950
- Participant contributions
- $1,395,809
- Total contributions
- $2,463,759
- Total income / additions
- $7,879,262
Expenses & distributions
- Benefits paid
- $2,597,939
- Administrative expenses
- $14,195
- Total expenses
- $2,686,040
- Net increase / (decrease)
- $5,193,222
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.
43%57%
Employer 43%Participant 57%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $19,085 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $0 | $510 | 2023 |