2023 Form 5500 filing — The Schenck School 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 20240927073450NAL0003620002001) for The Schenck School Retirement Plan, reported by The Schenck School, Inc. under EIN 58-0958208 and plan number 001. It reports 173 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)$17.8MReported net assets$17,831,230
Participants173
Provider compensation$7001 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240927073450NAL0003620002001
Plan sponsor
The Schenck School, Inc.
EIN
58-0958208
Plan number
001
Location
Atlanta, GA
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)$17.8M total assets
Net assets$17.8MLiabilities$0
Money in vs. money out
Total income / additions$3.6M
Total expenses$1.9M
Benefits paid / distributions$1.9M
Contributions
Employer$383.6K
Participant$635.4K
Full reported line items
Total assets (EOY)
$17,831,230
Total liabilities (EOY)
$0
Net assets (EOY)
$17,831,230
Employer contributions
$383,639
Participant contributions
$635,449
Total income / additions
$3,618,315
Benefits paid
$1,939,628
Administrative expenses
$250
Total expenses
$1,947,890
Net increase / (decrease)
$1,670,425
Schedule C

Reported service provider compensation

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

  1. 1
    Tiaa$700
    RECORDKEEPER · Direct $700 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927073450NAL0003620002001 cover?
It is the 2023 Form 5500 filing for The Schenck School Retirement Plan, reported by The Schenck School, Inc. (EIN 58-0958208).
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