2023 Form 5500 filing — Greenhill School 403(B) 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 20240528162731NAL0022281074001) for Greenhill School 403(B) Plan, reported by Greenhill School under EIN 75-1022742 and plan number 004. It reports 631 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240528162731NAL0022281074001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Greenhill School
- EIN
- 75-1022742
- Plan number
- 004
- Location
- Addison, TX
- Participants
- 631
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,054,554
- Net assets (EOY)
- $59,054,554
- Employer contributions
- $1,182,689
- Participant contributions
- $1,923,206
- Total income / additions
- $11,622,714
- Benefits paid
- $4,307,323
- Administrative expenses
- $100,005
- Total expenses
- $4,407,328
- Net increase / (decrease)
- $7,215,386
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Armanino Llp | AUDITOR | $51,100 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $48,905 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |