2023 Form 5500 filing — The Head-Royce School 403(B) 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 20240920160046NAL0004583107001) for The Head-Royce School 403(B) Plan, reported by The Head-Royce School under EIN 94-1518656 and plan number 001. It reports 442 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920160046NAL0004583107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Head-Royce School
- EIN
- 94-1518656
- Plan number
- 001
- Location
- Oakland, CA
- Participants
- 442
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $79,632,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,632,610
- Employer contributions
- $1,274,143
- Participant contributions
- $1,568,763
- Total income / additions
- $14,578,977
- Benefits paid
- $3,313,412
- Administrative expenses
- $66,112
- Total expenses
- $3,379,524
- Net increase / (decrease)
- $11,199,453
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners | NONE | $35,000 | not reported in the loaded dataset |
| Hood & Strong Llp | NONE | $17,250 | not reported in the loaded dataset |
| Tiaa | NONE | $13,863 | $0 |