2023 Form 5500 filing — Whitfield School Retirement Savings 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 20250117081019NAL0014575251001) for Whitfield School Retirement Savings Plan, reported by Whitfield School under EIN 43-0911366 and plan number 001. It reports 218 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)$19.9MReported net assets$19,887,129
Participants218
Provider compensation$73.6K4 Schedule C row(s)$73,608
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250117081019NAL0014575251001
Plan sponsor
Whitfield School
EIN
43-0911366
Plan number
001
Location
St. Louis, MO
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)$19.9M total assets
Net assets$19.9MLiabilities
Money in vs. money out
Total income / additions$3.5M
Total expenses$1.8M
Benefits paid / distributions$1.7M
Contributions
Employer$256.2K
Participant$683.8K
Full reported line items
Total assets (EOY)
$19,887,129
Net assets (EOY)
$19,887,129
Employer contributions
$256,218
Participant contributions
$683,835
Total income / additions
$3,522,296
Benefits paid
$1,708,144
Administrative expenses
$68,388
Total expenses
$1,776,532
Net increase / (decrease)
$1,745,764
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $41.4K
  2. 2
    NONE · Direct $27K
  3. 3
    NONE · Direct $0 · Indirect $5.2K
  4. 4
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250117081019NAL0014575251001 cover?
It is the 2023 Form 5500 filing for Whitfield School Retirement Savings Plan, reported by Whitfield School (EIN 43-0911366).
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