2023 Form 5500 filing — Hill-Murray School 403(B) 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 20250124151705NAL0013252832001) for Hill-Murray School 403(B) Plan, reported by Hill-Murray School, Inc. under EIN 41-0829754 and plan number 002. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250124151705NAL0013252832001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hill-Murray School, Inc.
- EIN
- 41-0829754
- Plan number
- 002
- Location
- Maplewood, MN
- Participants
- 144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,913,652
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,913,652
- Employer contributions
- $320,116
- Participant contributions
- $366,280
- Total income / additions
- $1,265,667
- Benefits paid
- $417,073
- Administrative expenses
- $18,266
- Total expenses
- $435,339
- Net increase / (decrease)
- $830,328
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Financial Inc | CONTRACT ADMIN | $8,825 | not reported in the loaded dataset |
| Cliftonlarson Allen, Llp | INVESTMENT ADVISOR | $8,816 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $625 | $0 |