2023 Form 5500 filing — Urban School Of San Francisco 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 20240731115936NAL0012651235001) for Urban School Of San Francisco Defined Contribution Retirement Plan, reported by Urban School Of San Francisco under EIN 94-1622034 and plan number 001. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731115936NAL0012651235001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Urban School Of San Francisco
- EIN
- 94-1622034
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,356,777
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,356,777
- Employer contributions
- $627,574
- Participant contributions
- $1,278,306
- Total income / additions
- $7,359,263
- Benefits paid
- $1,240,562
- Administrative expenses
- $45,343
- Total expenses
- $1,285,905
- Net increase / (decrease)
- $6,073,358
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement, Inc. | ADVISOR | $35,000 | not reported in the loaded dataset |
| Flexpath Strategies | ADVISOR | $10,318 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $250 | $0 |