2023 Form 5500 filing — The Marshall School 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 20241011120007NAL0010891955003) for The Marshall School Dc Plan, reported by The Marshall School under EIN 41-0765672 and plan number 003. It reports 146 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)$10.7MReported net assets$10,696,465
Participants146
Provider compensation$7K1 Schedule C row(s)$6,977
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011120007NAL0010891955003
Plan sponsor
The Marshall School
EIN
41-0765672
Plan number
003
Location
Duluth, MN
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)$10.7M total assets
Net assets$10.7MLiabilities
Money in vs. money out
Total income / additions$2M
Total expenses$483.9K
Benefits paid / distributions$477K
Contributions
Employer$140.9K
Participant$296K
Full reported line items
Total assets (EOY)
$10,696,465
Net assets (EOY)
$10,696,465
Employer contributions
$140,916
Participant contributions
$296,000
Total income / additions
$2,022,035
Benefits paid
$477,046
Administrative expenses
$6,902
Total expenses
$483,948
Net increase / (decrease)
$1,538,087
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011120007NAL0010891955003 cover?
It is the 2023 Form 5500 filing for The Marshall School Dc Plan, reported by The Marshall School (EIN 41-0765672).
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