2023 Form 5500 filing — The Park School Defined Contribution 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 20241015090322NAL0048585456001) for The Park School Defined Contribution Retirement Plan, reported by Park School Corporation under EIN 04-2104824 and plan number 001. It reports 438 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)$49MReported net assets$49,016,374
Participants438
Provider compensation$6.7K1 Schedule C row(s)$6,675
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015090322NAL0048585456001
Plan sponsor
Park School Corporation
EIN
04-2104824
Plan number
001
Location
Brookline, MA
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)$49M total assets
Net assets$49MLiabilities$0
Money in vs. money out
Total income / additions$8.9M
Total expenses$3.9M
Benefits paid / distributions$3.9M
Contributions
Employer$757.3K
Participant$1.3M
Full reported line items
Total assets (EOY)
$49,016,374
Total liabilities (EOY)
$0
Net assets (EOY)
$49,016,374
Employer contributions
$757,295
Participant contributions
$1,330,495
Total income / additions
$8,911,156
Benefits paid
$3,936,070
Administrative expenses
$6,075
Total expenses
$3,942,145
Net increase / (decrease)
$4,969,011

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
TiaaCONTRACT ADMINSITRATOR$6,675$0

Related Form 5500 pages