2023 Form 5500 filing — Sandia Preparatory 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 20241015113833NAL0057258658001) for Sandia Preparatory School Defined Contribution Retirement Plan, reported by Sandia Preparatory School under EIN 85-0196115 and plan number 001. It reports 201 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)$23MReported net assets$22,957,932
Participants201
Provider compensation$2251 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015113833NAL0057258658001
Plan sponsor
Sandia Preparatory School
EIN
85-0196115
Plan number
001
Location
Albuquerque, NM
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)$23M total assets
Net assets$23MLiabilities$0
Money in vs. money out
Total income / additions$4.1M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$264.9K
Participant$501.8K
Full reported line items
Total assets (EOY)
$22,957,932
Total liabilities (EOY)
$0
Net assets (EOY)
$22,957,932
Employer contributions
$264,901
Participant contributions
$501,804
Total income / additions
$4,063,684
Benefits paid
$1,169,515
Administrative expenses
$75
Total expenses
$1,169,590
Net increase / (decrease)
$2,894,094
Schedule C

Reported service provider compensation

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

  1. 1
    Tiaa$225
    RECORDKEEPER · Direct $225 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015113833NAL0057258658001 cover?
It is the 2023 Form 5500 filing for Sandia Preparatory School Defined Contribution Retirement Plan, reported by Sandia Preparatory School (EIN 85-0196115).
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