2023 Form 5500 filing — The College Preparatory School 403(B) Defined Contribution Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240522133304NAL0004107969001) for The College Preparatory School 403(B) Defined Contribution Plan, reported by The College Preparatory School under EIN 94-1492272 and plan number 001. It reports 243 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$44.6MReported net assets$44,642,800
Participants243
Provider compensation$59.1K2 Schedule C row(s)$59,087
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240522133304NAL0004107969001
Plan sponsor
The College Preparatory School
EIN
94-1492272
Plan number
001
Location
Oakland, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$44.6M total assets
Net assets$44.6MLiabilities$0
Money in vs. money out
Total income / additions$7.7M
Total expenses$3.4M
Benefits paid / distributions$3.3M
Contributions
Employer$622.7K
Participant$819.9K
Full reported line items
Total assets (EOY)
$44,642,800
Total liabilities (EOY)
$0
Net assets (EOY)
$44,642,800
Employer contributions
$622,718
Participant contributions
$819,873
Total income / additions
$7,741,674
Benefits paid
$3,310,913
Administrative expenses
$59,013
Total expenses
$3,369,926
Net increase / (decrease)
$4,371,748
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $31.4K
  2. 2
    Tiaa$27.7K
    RECORDKEEPER · Direct $27.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240522133304NAL0004107969001 cover?
It is the 2023 Form 5500 filing for The College Preparatory School 403(B) Defined Contribution Plan, reported by The College Preparatory School (EIN 94-1492272).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages