2023 Form 5500 filing — Town School For Boys Dc 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 20240618124711NAL0005740610001) for Town School For Boys Dc Retirement Plan, reported by Town School For Boys under EIN 94-1170412 and plan number 001. It reports 276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240618124711NAL0005740610001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Town School For Boys
- EIN
- 94-1170412
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 276
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,561,605
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,561,605
- Employer contributions
- $997,430
- Participant contributions
- $1,056,237
- Total income / additions
- $7,696,344
- Benefits paid
- $1,849,225
- Administrative expenses
- $31,258
- Total expenses
- $1,880,483
- Net increase / (decrease)
- $5,815,861
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $13,032 | $0 |
| Pension Assurance Llp | AUDITOR | $10,250 | not reported in the loaded dataset |
| Well And Good LLC | ADVISOR | $3,600 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | PENSION CONSULTING | $2,968 | not reported in the loaded dataset |
| Tucker Huss | ACCOUNTANT | $1,483 | not reported in the loaded dataset |