2023 Form 5500 filing — Renbrook School 403(B) 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 20241009164052NAL0009410019001) for Renbrook School 403(B) Retirement Plan, reported by Renbrook School, Inc. under EIN 06-0646702 and plan number 001. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009164052NAL0009410019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Renbrook School, Inc.
- EIN
- 06-0646702
- Plan number
- 001
- Location
- West Hartford, CT
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,538,874
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,538,874
- Employer contributions
- $180,606
- Participant contributions
- $446,958
- Total income / additions
- $4,025,801
- Benefits paid
- $1,806,815
- Administrative expenses
- $20,325
- Total expenses
- $1,827,140
- Net increase / (decrease)
- $2,198,661
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Clifton Larson Allen Llp | NONE | $11,655 | not reported in the loaded dataset |