Princeton Day School 403(B) Plan — Form 5500 plan (Princeton Day 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, Princeton Day School 403(B) Plan is a benefit plan reported by Princeton Day School under EIN 21-0727645 and plan number 001. The latest loaded filing year is 2023. The filing reports 614 participants and $103,800,607 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Princeton Day School
- EIN
- 21-0727645
- Plan number
- 001
- Plan type
- 2
- Location
- Princeton, NJ
- Latest filing year
- 2023
- Participants
- 614
- End-of-year plan assets
- $103,800,607
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 614 | H, C | 20250415124738NAL0003279121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $103,800,607
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $103,800,607
- Net assets (BOY)
- $97,228,432
Income & contributions
- Employer contributions
- $1,854,764
- Participant contributions
- $2,064,043
- Total contributions
- $4,597,708
- Total income / additions
- $15,224,705
Expenses & distributions
- Benefits paid
- $8,594,857
- Administrative expenses
- $57,673
- Total expenses
- $8,652,530
- Net increase / (decrease)
- $6,572,175
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Flexpath Strategies, LLC | NONE | $35,223 | not reported in the loaded dataset | 2023 |
| Kestra Advisory Services, LLC | NONE | $20,750 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $1,700 | $0 | 2023 |