Lawrenceville School Defined Contribution Retirement Plan — Form 5500 plan (Lawrenceville 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, Lawrenceville School Defined Contribution Retirement Plan is a benefit plan reported by Lawrenceville School under EIN 21-0634503 and plan number 001. The latest loaded filing year is 2023. The filing reports 868 participants and $158,546,437 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lawrenceville School
- EIN
- 21-0634503
- Plan number
- 001
- Plan type
- 2
- Location
- Lawrenceville, NJ
- Latest filing year
- 2023
- Participants
- 868
- End-of-year plan assets
- $158,546,437
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 868 | H, C | 20241003135012NAL0005753603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $158,546,437
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $158,546,437
- Net assets (BOY)
- $142,056,121
Income & contributions
- Employer contributions
- $3,793,747
- Participant contributions
- $2,292,983
- Total contributions
- $6,213,323
- Total income / additions
- $25,638,598
Expenses & distributions
- Benefits paid
- $9,094,913
- Administrative expenses
- $53,369
- Total expenses
- $9,148,282
- Net increase / (decrease)
- $16,490,316
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $53,369 | $0 | 2023 |