Plan5500

St. Andrew'S School Of Delaware 403(B) Plan — Form 5500 plan (St. Andrew'S School Of Delaware, Inc.)

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, St. Andrew'S School Of Delaware 403(B) Plan is a benefit plan reported by St. Andrew'S School Of Delaware, Inc. under EIN 51-0079506 and plan number 002. The latest loaded filing year is 2023. The filing reports 357 participants and $54,658,338 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
St. Andrew'S School Of Delaware, Inc.
EIN
51-0079506
Plan number
002
Plan type
2
Location
Middletown, DE
Latest filing year
2023
Participants
357
End-of-year plan assets
$54,658,338

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023357H, C20250329145932NAL0001651875001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$54,658,338
Net assets (EOY)
$54,658,338
Net assets (BOY)
$46,536,248

Income & contributions

Employer contributions
$1,068,516
Participant contributions
$1,076,232
Total contributions
$2,956,277
Total income / additions
$10,778,178

Expenses & distributions

Benefits paid
$2,578,985
Administrative expenses
$77,103
Total expenses
$2,656,088
Net increase / (decrease)
$8,122,090

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Biddle Capital Management, Inc.not reported in the loaded dataset$74,534not reported in the loaded dataset2023
Tiaanot reported in the loaded dataset$37,542$02023

Related Form 5500 pages