Shady Side Academy Retirement Plan — Form 5500 plan (Shady Side 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, Shady Side Academy Retirement Plan is a benefit plan reported by Shady Side Academy under EIN 25-0965561 and plan number 001. The latest loaded filing year is 2023. The filing reports 611 participants and $69,529,917 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shady Side Academy
- EIN
- 25-0965561
- Plan number
- 001
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 611
- End-of-year plan assets
- $69,529,917
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 611 | H, C | 20240820142025NAL0001504195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $69,529,917
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,529,917
- Net assets (BOY)
- $64,313,576
Income & contributions
- Employer contributions
- $1,110,868
- Participant contributions
- $1,721,360
- Total contributions
- $3,322,954
- Total income / additions
- $12,354,483
Expenses & distributions
- Benefits paid
- $7,019,271
- Administrative expenses
- $118,871
- Total expenses
- $7,138,142
- Net increase / (decrease)
- $5,216,341
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Henderson Bros. Ret. Plan Serv. | NONE | $71,719 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $47,152 | $0 | 2023 |