2023 Form 5500 filing — Allendale Columbia School Defined Contribution Ret

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 20241014163937NAL0045336800001) for Allendale Columbia School Defined Contribution Ret, reported by Allendale Columbia School under EIN 16-0983166 and plan number 001. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$22.4MReported net assets$22,434,201
Participants277
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241014163937NAL0045336800001
Plan sponsor
Allendale Columbia School
EIN
16-0983166
Plan number
001
Location
Rochester, NY
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)$22.4M total assets
Net assets$22.4MLiabilities
Money in vs. money out
Total income / additions$3.4M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$105.8K
Participant$407.5K
Full reported line items
Total assets (EOY)
$22,434,201
Net assets (EOY)
$22,434,201
Employer contributions
$105,827
Participant contributions
$407,528
Total income / additions
$3,437,095
Benefits paid
$1,408,866
Total expenses
$1,408,866
Net increase / (decrease)
$2,028,229

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014163937NAL0045336800001 cover?
It is the 2023 Form 5500 filing for Allendale Columbia School Defined Contribution Ret, reported by Allendale Columbia School (EIN 16-0983166).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages