The Hun School Of Princeton Retirement Plan — Form 5500 plan (The Hun School Of Princeton)
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 Hun School Of Princeton Retirement Plan is a benefit plan reported by The Hun School Of Princeton under EIN 21-0639868 and plan number 001. The latest loaded filing year is 2023. The filing reports 434 participants and $58,082,027 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Hun School Of Princeton
- EIN
- 21-0639868
- Plan number
- 001
- Plan type
- 2
- Location
- Princeton, NJ
- Latest filing year
- 2023
- Participants
- 434
- End-of-year plan assets
- $58,082,027
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 434 | H, C | 20250414143435NAL0000795171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,082,027
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,082,027
- Net assets (BOY)
- $54,364,572
Income & contributions
- Employer contributions
- $1,187,839
- Participant contributions
- $1,265,169
- Total contributions
- $2,680,628
- Total income / additions
- $9,195,144
Expenses & distributions
- Benefits paid
- $5,430,222
- Administrative expenses
- $47,467
- Total expenses
- $5,477,689
- Net increase / (decrease)
- $3,717,455
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement Inc. | NONE | $25,173 | not reported in the loaded dataset | 2023 |
| Flexpath Strategies, LLC | NONE | $21,844 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $450 | $0 | 2023 |