Sewickley Academy Dc Plan — Form 5500 plan (Sewickley Academy)
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, Sewickley Academy Dc Plan is a benefit plan reported by Sewickley Academy under EIN 25-0965558 and plan number 001. The latest loaded filing year is 2023. The filing reports 348 participants and $30,347,968 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sewickley Academy
- EIN
- 25-0965558
- Plan number
- 001
- Plan type
- 2
- Location
- Sewickley, PA
- Latest filing year
- 2023
- Participants
- 348
- End-of-year plan assets
- $30,347,968
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 348 | H, C | 20241015130835NAL0028522913003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,347,968
- Net assets (EOY)
- $30,347,968
- Net assets (BOY)
- $28,272,999
Income & contributions
- Employer contributions
- $578,289
- Participant contributions
- $461,947
- Total contributions
- $1,097,740
- Total income / additions
- $5,007,906
Expenses & distributions
- Benefits paid
- $2,912,173
- Administrative expenses
- $20,764
- Total expenses
- $2,932,937
- Net increase / (decrease)
- $2,074,969
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $20,764 | $0 | 2023 |