Old Trail School Defined Contribution Retirement Plan — Form 5500 plan (Old Trail 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, Old Trail School Defined Contribution Retirement Plan is a benefit plan reported by Old Trail School under EIN 34-0737805 and plan number 001. The latest loaded filing year is 2023. The filing reports 189 participants and $16,219,289 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$16.2MPlan net assets, end of year$16,219,289
Participants189Covered participants reported
Assets / participant$85.8KComputed: assets ÷ participants$85,816 (computed)
Provider compensation$36.5K4 Schedule C provider row(s)$36,460
- Plan sponsor
- Old Trail School
- EIN
- 34-0737805
- Plan number
- 001
- Plan type
- 2
- Location
- Bath, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 189 | H, C | 20240715133242NAL0000877571001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$16.2M total assets
Net assets$16.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $16,219,289
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,219,289
- Net assets (BOY)
- $15,245,626
Income & contributions
- Employer contributions
- $235,017
- Participant contributions
- $397,302
- Total contributions
- $638,797
- Total income / additions
- $2,619,580
Expenses & distributions
- Benefits paid
- $1,609,457
- Administrative expenses
- $36,460
- Total expenses
- $1,645,917
- Net increase / (decrease)
- $973,663
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
37%63%
Employer 37%Participant 63%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income61%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Henderson Bros. Ret. Plan Service | ADVISOR | $23,703 | not reported in the loaded dataset | 2023 |
| Sikich Llp | AUDITOR | $10,000 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | TPA | $2,707 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $50 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Old Trail School
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Bath, OH
- Henderson Bros. Ret. Plan Service — Schedule C compensation
- Sikich Llp — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation
- Tiaa — Schedule C compensation