The Ellis School Defined Contribution Retirement Plan — Form 5500 plan (The Ellis 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, The Ellis School Defined Contribution Retirement Plan is a benefit plan reported by The Ellis School under EIN 25-0965329 and plan number 001. The latest loaded filing year is 2023. The filing reports 249 participants and $25,798,342 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Ellis School
- EIN
- 25-0965329
- Plan number
- 001
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 249
- End-of-year plan assets
- $25,798,342
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 249 | H, C | 20241010121100NAL0020949089001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,798,342
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,798,342
- Net assets (BOY)
- $23,958,922
Income & contributions
- Employer contributions
- $353,910
- Participant contributions
- $454,241
- Total contributions
- $808,151
- Total income / additions
- $4,433,063
Expenses & distributions
- Benefits paid
- $2,527,718
- Administrative expenses
- $65,925
- Total expenses
- $2,593,643
- Net increase / (decrease)
- $1,839,420
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Ellis School | NONE | $42,020 | not reported in the loaded dataset | 2023 |
| Henderson Bros. Ret Plan Serv. | BROKER | $32,700 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTING | $2,887 | not reported in the loaded dataset | 2023 |
| Sisterson & Co., Llp | ACCOUNTANT | $2,500 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $325 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Ellis School
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- The Ellis School — Schedule C compensation
- Henderson Bros. Ret Plan Serv. — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation
- Sisterson & Co., Llp — Schedule C compensation
- Tiaa — Schedule C compensation