Solebury School Defined Contribution And Tda Plan — Form 5500 plan (Solebury 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, Solebury School Defined Contribution And Tda Plan is a benefit plan reported by Solebury School under EIN 23-1365969 and plan number 002. The latest loaded filing year is 2023. The filing reports 258 participants and $20,016,359 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Solebury School
- EIN
- 23-1365969
- Plan number
- 002
- Plan type
- 2
- Location
- New Hope, PA
- Latest filing year
- 2023
- Participants
- 258
- End-of-year plan assets
- $20,016,359
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 258 | H | 20240730101949NAL0031489088001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,016,359
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,016,359
- Net assets (BOY)
- $16,805,986
Income & contributions
- Employer contributions
- $430,960
- Participant contributions
- $530,271
- Total contributions
- $961,618
- Total income / additions
- $3,974,050
Expenses & distributions
- Benefits paid
- $763,677
- Administrative expenses
- $0
- Total expenses
- $763,677
- Net increase / (decrease)
- $3,210,373
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.