2023 Form 5500 filing — The Buckley School 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 20240703135627NAL0007327649001) for The Buckley School Defined Contribution Plan, reported by The Buckley School under EIN 95-1750023 and plan number 001. It reports 503 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240703135627NAL0007327649001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Buckley School
- EIN
- 95-1750023
- Plan number
- 001
- Location
- Sherman Oaks, CA
- Participants
- 503
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,031,996
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,031,996
- Employer contributions
- $1,057,081
- Participant contributions
- $1,352,013
- Total income / additions
- $11,841,446
- Benefits paid
- $2,387,411
- Administrative expenses
- $70,040
- Total expenses
- $2,457,451
- Net increase / (decrease)
- $9,383,995
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | BUNDLE SERVICE PROVIDER | $32,094 | $0 |
| Clifton Lartson Aleen Llp | ACCOUNTING | $20,475 | not reported in the loaded dataset |
| Actuarial Benefits Corp. | THIRD PARTY ADMINISTRATO | $10,806 | not reported in the loaded dataset |