2023 Form 5500 filing — The Barstow 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 20240905142447NAL0021141601001) for The Barstow School Defined Contribution Retirement Plan, reported by The Barstow School under EIN 44-0546207 and plan number 001. It reports 598 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)$25.4MReported net assets$25,363,315
Participants598
Provider compensation$71.6K2 Schedule C row(s)$71,606
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240905142447NAL0021141601001
Plan sponsor
The Barstow School
EIN
44-0546207
Plan number
001
Location
Kansas City, MO
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$25.4M total assets
Net assets$25.4MLiabilities$0
Money in vs. money out
Total income / additions$5.2M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$649.9K
Participant$824.1K
Full reported line items
Total assets (EOY)
$25,363,315
Total liabilities (EOY)
$0
Net assets (EOY)
$25,363,315
Employer contributions
$649,857
Participant contributions
$824,053
Total income / additions
$5,176,547
Benefits paid
$1,170,219
Administrative expenses
$71,606
Total expenses
$1,242,065
Net increase / (decrease)
$3,934,482
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    SERVICE PROVIDER · Direct $42K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $29.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240905142447NAL0021141601001 cover?
It is the 2023 Form 5500 filing for The Barstow School Defined Contribution Retirement Plan, reported by The Barstow School (EIN 44-0546207).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages