2023 Form 5500 filing — Seabury Hall/College Preparatory School 403(B) Dc 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 20241007195950NAL0015709105001) for Seabury Hall/College Preparatory School 403(B) Dc Plan, reported by Seabury Hall/College Preparatory School under EIN 99-0110784 and plan number 001. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007195950NAL0015709105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Seabury Hall/College Preparatory School
- EIN
- 99-0110784
- Plan number
- 001
- Location
- Makawao, HI
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,206,246
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,206,246
- Employer contributions
- $530,430
- Participant contributions
- $427,207
- Total income / additions
- $3,179,085
- Benefits paid
- $1,977,669
- Administrative expenses
- $37,520
- Total expenses
- $2,015,189
- Net increase / (decrease)
- $1,163,896
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hightower Advisors, LLC | NONE | $31,195 | not reported in the loaded dataset |
| Tiaa | NONE | $6,325 | $0 |