The Elisabeth Morrow School 403(B) Retirement Plan — Form 5500 plan (The Elisabeth Morrow 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, The Elisabeth Morrow School 403(B) Retirement Plan is a benefit plan reported by The Elisabeth Morrow School under EIN 22-1487171 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $19,306,909 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Elisabeth Morrow School
- EIN
- 22-1487171
- Plan number
- 001
- Plan type
- 2
- Location
- Englewood, NJ
- Latest filing year
- 2023
- Participants
- 169
- End-of-year plan assets
- $19,306,909
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20240930100023NAL0005554337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,306,909
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,306,909
- Net assets (BOY)
- $17,416,940
Income & contributions
- Employer contributions
- $521,440
- Participant contributions
- $844,261
- Total contributions
- $1,365,701
- Total income / additions
- $3,857,471
Expenses & distributions
- Benefits paid
- $1,910,575
- Administrative expenses
- $56,927
- Total expenses
- $1,967,502
- Net increase / (decrease)
- $1,889,969
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $43,426 | $0 | 2023 |
| Capfinancial Partners LLC | INVESTMENT ADVISORY | $0 | $24,000 | 2023 |
| Pkf O'Connor Davies,Llp | ACCOUNTANT | $13,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Elisabeth Morrow School
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Englewood, NJ
- Principal Life Insurance Company — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Pkf O'Connor Davies,Llp — Schedule C compensation