2023 Form 5500 filing — The Asheville 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 20241014163814NAL0013633491001) for The Asheville School Retirement Plan, reported by The Asheville School under EIN 56-0530248 and plan number 001. It reports 292 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014163814NAL0013633491001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Asheville School
- EIN
- 56-0530248
- Plan number
- 001
- Location
- Asheville, NC
- Participants
- 292
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,628,098
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,628,098
- Employer contributions
- $695,068
- Participant contributions
- $661,642
- Total income / additions
- $5,198,625
- Benefits paid
- $1,434,828
- Administrative expenses
- $33,213
- Total expenses
- $1,468,041
- Net increase / (decrease)
- $3,730,584
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $13,588 | $0 |
| Lpl Financial | NONE | $10,000 | not reported in the loaded dataset |
| Mma Securities LLC | ADVISOR | $10,000 | not reported in the loaded dataset |