2023 Form 5500 filing — Viewpoint Educational Foundation 403(B)
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 20240913111849NAL0016903904001) for Viewpoint Educational Foundation 403(B), reported by Viewpoint Educational Foundation under EIN 95-2242261 and plan number 001. It reports 527 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913111849NAL0016903904001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Viewpoint Educational Foundation
- EIN
- 95-2242261
- Plan number
- 001
- Location
- Calabasas, CA
- Participants
- 527
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,240,811
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,240,811
- Employer contributions
- $1,104,596
- Participant contributions
- $1,874,873
- Total income / additions
- $12,322,628
- Benefits paid
- $2,324,912
- Administrative expenses
- $124,465
- Total expenses
- $2,481,567
- Net increase / (decrease)
- $9,841,061
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | ADVISOR | $60,000 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $40,727 | $0 |
| Armanino Llp | AUDITOR | $19,000 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | CONSULTANT - PENSION | $3,754 | not reported in the loaded dataset |