2023 Form 5500 filing — Francis Parker 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 20250226104729NAL0001758208001) for Francis Parker School 403(B) Plan, reported by Francis Parker School under EIN 95-1696720 and plan number 002. It reports 618 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250226104729NAL0001758208001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Francis Parker School
- EIN
- 95-1696720
- Plan number
- 002
- Location
- San Diego, CA
- Participants
- 618
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,987,457
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,987,457
- Employer contributions
- $1,129,921
- Participant contributions
- $2,147,339
- Total income / additions
- $10,335,841
- Benefits paid
- $2,856,083
- Administrative expenses
- $79,179
- Total expenses
- $2,942,959
- Net increase / (decrease)
- $7,392,882
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $45,835 | $0 |
| Global Retirement Partners, LLC | ADVISOR | $30,000 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | CONSULTING | $3,994 | not reported in the loaded dataset |