Friends Central School Defined Contribution Retirement Plan — Form 5500 plan (Friends Central School Corporation)
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, Friends Central School Defined Contribution Retirement Plan is a benefit plan reported by Friends Central School Corporation under EIN 23-1352636 and plan number 003. The latest loaded filing year is 2023. The filing reports 468 participants and $66,726,614 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Friends Central School Corporation
- EIN
- 23-1352636
- Plan number
- 003
- Plan type
- 2
- Location
- Wynnewood, PA
- Latest filing year
- 2023
- Participants
- 468
- End-of-year plan assets
- $66,726,614
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 468 | H, C | 20250415124229NAL0005783168001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $66,726,614
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,726,614
- Net assets (BOY)
- $60,758,199
Income & contributions
- Employer contributions
- $871,591
- Participant contributions
- $1,236,135
- Total contributions
- $2,156,806
- Total income / additions
- $10,124,842
Expenses & distributions
- Benefits paid
- $4,034,193
- Administrative expenses
- $122,234
- Total expenses
- $4,156,427
- Net increase / (decrease)
- $5,968,415
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa-Teachers Ins & Ann Assoc | RECORD KEEPER | $64,241 | $0 | 2023 |
| Onedigital Investment Advisors | INVESTMENT ADVISOR | $51,196 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors, Inc. | INVESTMENT ADVISOR | $7,171 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Friends Central School Corporation
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Wynnewood, PA
- Tiaa-Teachers Ins & Ann Assoc — Schedule C compensation
- Onedigital Investment Advisors — Schedule C compensation
- Resources Investment Advisors, Inc. — Schedule C compensation