Peddie School 403(B) Tda & Dc Plan — Form 5500 plan (The Peddie 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, Peddie School 403(B) Tda & Dc Plan is a benefit plan reported by The Peddie School under EIN 21-0634492 and plan number 001. The latest loaded filing year is 2023. The filing reports 526 participants and $79,351,611 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Peddie School
- EIN
- 21-0634492
- Plan number
- 001
- Plan type
- 2
- Location
- Hightstown, NJ
- Latest filing year
- 2023
- Participants
- 526
- End-of-year plan assets
- $79,351,611
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 526 | H, C | 20240731135507NAL0012735283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $79,351,611
- Net assets (EOY)
- $79,351,611
- Net assets (BOY)
- $69,347,075
Income & contributions
- Employer contributions
- $1,381,365
- Participant contributions
- $1,459,697
- Total contributions
- $3,282,629
- Total income / additions
- $13,276,354
Expenses & distributions
- Benefits paid
- $3,251,563
- Administrative expenses
- $20,255
- Total expenses
- $3,271,818
- Net increase / (decrease)
- $10,004,536
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa - Cref | NONE | $23,965 | $0 | 2023 |
| Flexpath Strategies, LLC | NONE | $23,219 | not reported in the loaded dataset | 2023 |