2023 Form 5500 filing — Landon 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 20241014113747NAL0045817648001) for Landon School Retirement Plan, reported by Landon School Corporation under EIN 52-0635092 and plan number 001. It reports 339 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)$43.1MReported net assets$43,110,901
Participants339
Provider compensation$150.5K3 Schedule C row(s)$150,547
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014113747NAL0045817648001
- Plan sponsor
- Landon School Corporation
- EIN
- 52-0635092
- Plan number
- 001
- Location
- Bethesda, MD
- Received date
- not reported in the loaded dataset
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)$43.1M total assets
Net assets$43.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $43,110,901
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,110,901
- Employer contributions
- $820,133
- Participant contributions
- $1,397,793
- Total income / additions
- $8,619,797
- Benefits paid
- $2,472,871
- Administrative expenses
- $88,203
- Total expenses
- $2,561,074
- Net increase / (decrease)
- $6,058,723
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $105,683 | $0 |
| Prime Benefits, Inc. | CONTRACT ADMIN | $2,175 | $22,689 |
| Resources Investment Advisors | INVESTMENT ADVISORY | $0 | $20,000 |