The Notre Dame Preparatory School Tax Deferred Annuity Plan — Form 5500 plan (Notre Dame Preparatory School 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, The Notre Dame Preparatory School Tax Deferred Annuity Plan is a benefit plan reported by Notre Dame Preparatory School Inc. under EIN 52-0733735 and plan number 001. The latest loaded filing year is 2023. The filing reports 224 participants and $15,674,529 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Notre Dame Preparatory School Inc.
- EIN
- 52-0733735
- Plan number
- 001
- Plan type
- 2
- Location
- Towson, MD
- Latest filing year
- 2023
- Participants
- 224
- End-of-year plan assets
- $15,674,529
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 224 | H, C | 20250415130503NAL0003345601001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,674,529
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,674,529
- Net assets (BOY)
- $14,841,869
Income & contributions
- Employer contributions
- $442,122
- Participant contributions
- $1,004,072
- Total contributions
- $1,519,670
- Total income / additions
- $3,267,640
Expenses & distributions
- Benefits paid
- $2,366,927
- Administrative expenses
- $68,053
- Total expenses
- $2,434,980
- Net increase / (decrease)
- $832,660
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $43,058 | $0 | 2023 |
| Rbc Capital Markets LLC | CONSULTANT | $24,991 | $9 | 2023 |