Tower Hill School Defined Contribution Retirement Plan — Form 5500 plan (Tower Hill 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, Tower Hill School Defined Contribution Retirement Plan is a benefit plan reported by Tower Hill School under EIN 51-0065745 and plan number 001. The latest loaded filing year is 2023. The filing reports 484 participants and $60,965,583 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tower Hill School
EIN
51-0065745
Plan number
001
Plan type
2
Location
Wilmington, DE
Latest filing year
2023
Participants
484
End-of-year plan assets
$60,965,583

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023484H, C20250320150203NAL0003538291001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$60,965,583
Total liabilities (EOY)
$0
Net assets (EOY)
$60,965,583
Net assets (BOY)
$57,066,345

Income & contributions

Employer contributions
$824,167
Participant contributions
$1,110,942
Total contributions
$2,029,610
Total income / additions
$9,118,397

Expenses & distributions

Benefits paid
$5,175,981
Administrative expenses
$43,178
Total expenses
$5,219,159
Net increase / (decrease)
$3,899,238

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Biddle Capital ManagementINVESTMENT ADVISOR$0not reported in the loaded dataset2023
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$0$02023
Eisneramper LLCSERVICE PROVIDER$0not reported in the loaded dataset2023
TiaaRECORDKEEPER$0$02023

Related Form 5500 pages