2023 Form 5500 filing — Lawrence School 403(B) Defined Contribution And Tax Deferred Annuity Retirement 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 20240601175018NAL0016564769001) for Lawrence School 403(B) Defined Contribution And Tax Deferred Annuity Retirement Plan, reported by Lawrence School under EIN 34-1137455 and plan number 001. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240601175018NAL0016564769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lawrence School
- EIN
- 34-1137455
- Plan number
- 001
- Location
- Broadview Heights, OH
- Participants
- 153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,454,702
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,454,702
- Employer contributions
- $214,681
- Participant contributions
- $445,104
- Total income / additions
- $1,767,049
- Benefits paid
- $1,057,402
- Administrative expenses
- $2,988
- Total expenses
- $1,060,390
- Net increase / (decrease)
- $706,659
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Teachers Insurance And Annuity Asso | NONE | $2,991 | $0 |