2023 Form 5500 filing — Washington Episcopal School Tiaa-Cref 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 20250404130340NAL0007368035001) for Washington Episcopal School Tiaa-Cref Retirement Plan, reported by Washington Episcopal School under EIN 54-1453297 and plan number 001. It reports 209 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)$25.1MReported net assets$25,073,784
Participants209
Provider compensation$11K2 Schedule C row(s)$11,008
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250404130340NAL0007368035001
Plan sponsor
Washington Episcopal School
EIN
54-1453297
Plan number
001
Location
Bethesda, MD
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)$25.1M total assets
Net assets$25.1MLiabilities$0
Money in vs. money out
Total income / additions$4.4M
Total expenses$2M
Benefits paid / distributions$2M
Contributions
Employer$412.2K
Participant$619.5K
Full reported line items
Total assets (EOY)
$25,073,784
Total liabilities (EOY)
$0
Net assets (EOY)
$25,073,784
Employer contributions
$412,208
Participant contributions
$619,489
Total income / additions
$4,365,862
Benefits paid
$2,010,821
Administrative expenses
$16,595
Total expenses
$2,027,416
Net increase / (decrease)
$2,338,446
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $7.5K
  2. 2
    RECORDKEEPER · Direct $3.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250404130340NAL0007368035001 cover?
It is the 2023 Form 5500 filing for Washington Episcopal School Tiaa-Cref Retirement Plan, reported by Washington Episcopal School (EIN 54-1453297).
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