2023 Form 5500 filing — Santa Catalina School Dc Plan 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 20250301164055NAL0003100209001) for Santa Catalina School Dc Plan Retirement Plan, reported by Santa Catalina School under EIN 94-1156652 and plan number 001. It reports 311 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250301164055NAL0003100209001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Santa Catalina School
- EIN
- 94-1156652
- Plan number
- 001
- Location
- Monterey, CA
- Participants
- 311
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,728,879
- Total liabilities (EOY)
- $47,636
- Net assets (EOY)
- $41,681,243
- Employer contributions
- $680,466
- Participant contributions
- $996,440
- Total income / additions
- $7,606,805
- Benefits paid
- $2,629,059
- Administrative expenses
- $1,032
- Total expenses
- $2,630,091
- Net increase / (decrease)
- $4,976,714
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | not reported in the loaded dataset | $1,257 | $0 |