2023 Form 5500 filing — The Hamlin 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 20241008172213NAL0008615043001) for The Hamlin School Retirement Plan, reported by The Hamlin School under EIN 94-1393894 and plan number 001. It reports 300 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008172213NAL0008615043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Hamlin School
- EIN
- 94-1393894
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 300
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,408,008
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,408,008
- Employer contributions
- $553,448
- Participant contributions
- $985,872
- Total income / additions
- $6,735,125
- Benefits paid
- $1,036,402
- Administrative expenses
- $46,188
- Total expenses
- $1,084,081
- Net increase / (decrease)
- $5,651,044
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hood & Strong Llp | AUDITOR | $21,800 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $17,919 | $0 |
| Well And Good LLC | ADVISOR | $3,600 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | CONSULTING | $3,019 | not reported in the loaded dataset |