2023 Form 5500 filing — Annie Wright Schools Dc 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 20250304124723NAL0011889456001) for Annie Wright Schools Dc Retirement Plan, reported by Annie Wright Schools under EIN 91-0567266 and plan number 001. It reports 422 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)$29MReported net assets$28,987,946
Participants422
Provider compensation$22.6K1 Schedule C row(s)$22,647
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250304124723NAL0011889456001
Plan sponsor
Annie Wright Schools
EIN
91-0567266
Plan number
001
Location
Tacoma, WA
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)$29M total assets
Net assets$29MLiabilities
Money in vs. money out
Total income / additions$4.8M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$709K
Participant$752.5K
Full reported line items
Total assets (EOY)
$28,987,946
Net assets (EOY)
$28,987,946
Employer contributions
$708,980
Participant contributions
$752,495
Total income / additions
$4,838,934
Benefits paid
$1,105,950
Administrative expenses
$28,306
Total expenses
$1,134,256
Net increase / (decrease)
$3,704,678
Schedule C

Reported service provider compensation

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

  1. 1
    ASSET HOLDER · Direct $22.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250304124723NAL0011889456001 cover?
It is the 2023 Form 5500 filing for Annie Wright Schools Dc Retirement Plan, reported by Annie Wright Schools (EIN 91-0567266).
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