2023 Form 5500 filing — The Foundation Schools 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 20240916170853NAL0001782129001) for The Foundation Schools Defined Contribution Retirement Plan, reported by The Foundation Schools under EIN 23-7425256 and plan number 001. It reports 355 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240916170853NAL0001782129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Foundation Schools
- EIN
- 23-7425256
- Plan number
- 001
- Location
- Largo, MD
- Participants
- 355
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,974,057
- Net assets (EOY)
- $24,974,057
- Employer contributions
- $639,285
- Participant contributions
- $591,850
- Total income / additions
- $4,399,308
- Benefits paid
- $1,242,980
- Administrative expenses
- $4,950
- Total expenses
- $1,272,769
- Net increase / (decrease)
- $3,126,539
- Schedule source
- Schedule H