The Winchester Thurston School 403(B) Retirement Plan — Form 5500 plan (Winchester Thurston 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 Winchester Thurston School 403(B) Retirement Plan is a benefit plan reported by Winchester Thurston School under EIN 25-1030691 and plan number 010. The latest loaded filing year is 2023. The filing reports 378 participants and $26,392,117 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Winchester Thurston School
- EIN
- 25-1030691
- Plan number
- 010
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 378
- End-of-year plan assets
- $26,392,117
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 378 | H, C | 20241015093906NAL0016072755004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,392,117
- Net assets (EOY)
- $26,392,117
- Net assets (BOY)
- $23,037,906
Income & contributions
- Employer contributions
- $500,149
- Participant contributions
- $650,756
- Total contributions
- $1,166,597
- Total income / additions
- $4,738,025
Expenses & distributions
- Benefits paid
- $1,311,000
- Administrative expenses
- $72,814
- Total expenses
- $1,383,814
- Net increase / (decrease)
- $3,354,211
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Henderson Bros. Ret. Plan Serv. | NONE | $47,590 | not reported in the loaded dataset | 2023 |
| Tiaa | PLAN CUSTODIAN | $25,523 | $0 | 2023 |