Agnes Irwin School Defined Contribution Retirement Plan — Form 5500 plan (The Agnes Irwin 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, Agnes Irwin School Defined Contribution Retirement Plan is a benefit plan reported by The Agnes Irwin School under EIN 23-1352650 and plan number 001. The latest loaded filing year is 2023. The filing reports 496 participants and $53,475,548 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Agnes Irwin School
- EIN
- 23-1352650
- Plan number
- 001
- Plan type
- 2
- Location
- Bryn Mawr, PA
- Latest filing year
- 2023
- Participants
- 496
- End-of-year plan assets
- $53,475,548
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 496 | H, C | 20250626114924NAL0008525729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,475,548
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,475,548
- Net assets (BOY)
- $49,996,064
Income & contributions
- Employer contributions
- $548,589
- Participant contributions
- $783,085
- Total contributions
- $2,087,324
- Total income / additions
- $8,737,459
Expenses & distributions
- Benefits paid
- $5,229,147
- Administrative expenses
- $27,734
- Total expenses
- $5,257,975
- Net increase / (decrease)
- $3,479,484
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa- Teachers Ins & Annuity Assoc | RECORDKEEPER | $26,649 | $0 | 2023 |
| Newport Trust Company | CUSTODIAN | $1,085 | $0 | 2023 |