2023 Form 5500 filing — Hillbrook School Defined Contribution 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 20240709130931NAL0021002400001) for Hillbrook School Defined Contribution Retirement Plan, reported by Hillbrook School under EIN 94-0382325 and plan number 001. It reports 176 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)$17.2MReported net assets$17,239,185
Participants176
Provider compensation$40.9K2 Schedule C row(s)$40,893
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240709130931NAL0021002400001
- Plan sponsor
- Hillbrook School
- EIN
- 94-0382325
- Plan number
- 001
- Location
- Los Gatos, CA
- Received date
- not reported in the loaded dataset
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)$17.2M total assets
Net assets$17.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $17,239,185
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,239,185
- Employer contributions
- $516,555
- Participant contributions
- $609,525
- Total income / additions
- $3,796,277
- Benefits paid
- $1,045,302
- Administrative expenses
- $40,593
- Total expenses
- $1,085,895
- Net increase / (decrease)
- $2,710,382
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Teachers Insur & Annuity Assoc | RECORDKEEPER | $24,079 | $0 |
| Onedigital Investment Advisors | INVESTMENT ADVISOR | $16,814 | not reported in the loaded dataset |