Rutgers Preparatory School Defined Contribution Plan — Form 5500 plan (Rutgers Preparatory 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, Rutgers Preparatory School Defined Contribution Plan is a benefit plan reported by Rutgers Preparatory School under EIN 22-1607926 and plan number 002. The latest loaded filing year is 2023. The filing reports 276 participants and $54,117,505 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rutgers Preparatory School
- EIN
- 22-1607926
- Plan number
- 002
- Plan type
- 2
- Location
- Somerset, NJ
- Latest filing year
- 2023
- Participants
- 276
- End-of-year plan assets
- $54,117,505
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 276 | H, C | 20250702142720NAL0031775618001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,117,505
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,117,505
- Net assets (BOY)
- $44,699,970
Income & contributions
- Employer contributions
- $852,062
- Participant contributions
- $901,276
- Total contributions
- $1,827,873
- Total income / additions
- $11,422,648
Expenses & distributions
- Benefits paid
- $1,957,238
- Administrative expenses
- $47,875
- Total expenses
- $2,005,113
- Net increase / (decrease)
- $9,417,535
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $21,231 | $0 | 2023 |
| Wiss And Company, LLC | AUDITOR | $18,000 | not reported in the loaded dataset | 2023 |
| Planpilot, LLC | ADVISOR | $6,000 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTING PENSION | $3,244 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rutgers Preparatory School
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Somerset, NJ
- Tiaa — Schedule C compensation
- Wiss And Company, LLC — Schedule C compensation
- Planpilot, LLC — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation