Newark Academy Dc Retirement Plan — Form 5500 plan (Newark Academy Trustees)
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, Newark Academy Dc Retirement Plan is a benefit plan reported by Newark Academy Trustees under EIN 22-1487270 and plan number 001. The latest loaded filing year is 2023. The filing reports 317 participants and $54,688,747 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Newark Academy Trustees
- EIN
- 22-1487270
- Plan number
- 001
- Plan type
- 2
- Location
- Livingston, NJ
- Latest filing year
- 2023
- Participants
- 317
- End-of-year plan assets
- $54,688,747
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 317 | H, C | 20250414121317NAL0001724689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,688,747
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,688,747
- Net assets (BOY)
- $48,495,967
Income & contributions
- Employer contributions
- $1,204,100
- Participant contributions
- $785,214
- Total contributions
- $1,989,314
- Total income / additions
- $8,018,876
Expenses & distributions
- Benefits paid
- $1,809,171
- Administrative expenses
- $16,925
- Total expenses
- $1,826,096
- Net increase / (decrease)
- $6,192,780
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $9,725 | $0 | 2023 |
| Planpilot, LLC | NONE | $7,200 | not reported in the loaded dataset | 2023 |