2023 Form 5500 filing — Columbia Grammar And Preparatory School 403(B) 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 20241015101039NAL0047311392001) for Columbia Grammar And Preparatory School 403(B) Dc Plan, reported by Columbia Grammar And Preparatory School under EIN 13-0590970 and plan number 003. It reports 554 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)$124.4MReported net assets$124,425,088
Participants554
Provider compensation$11.8K2 Schedule C row(s)$11,795
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015101039NAL0047311392001
Plan sponsor
Columbia Grammar And Preparatory School
EIN
13-0590970
Plan number
003
Location
New York, 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)$124.4M total assets
Net assets$124.4MLiabilities$0
Money in vs. money out
Total income / additions$8.5M
Total expenses$5M
Benefits paid / distributions$5M
Contributions
Employer$854K
Participant$1.1M
Full reported line items
Total assets (EOY)
$124,425,088
Total liabilities (EOY)
$0
Net assets (EOY)
$124,425,088
Employer contributions
$854,049
Participant contributions
$1,057,473
Total income / additions
$8,495,637
Benefits paid
$4,970,911
Administrative expenses
$20,201
Total expenses
$4,991,112
Net increase / (decrease)
$3,504,525
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $8.8K
  2. 2
    Tiaa$3K
    RECORD KEEPER · Direct $3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015101039NAL0047311392001 cover?
It is the 2023 Form 5500 filing for Columbia Grammar And Preparatory School 403(B) Dc Plan, reported by Columbia Grammar And Preparatory School (EIN 13-0590970).
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