2023 Form 5500 filing — Francis W. Parker School Tax Deferred Annuity 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 20250409013419NAL0010574019001) for Francis W. Parker School Tax Deferred Annuity Plan, reported by Francis W. Parker School under EIN 36-2171732 and plan number 003. It reports 263 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)$25MReported net assets$25,005,530
Participants263
Provider compensation$28.1K2 Schedule C row(s)$28,121
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250409013419NAL0010574019001
Plan sponsor
Francis W. Parker School
EIN
36-2171732
Plan number
003
Location
Chicago, IL
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)$25M total assets
Net assets$25MLiabilities$0
Money in vs. money out
Total income / additions$4.6M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
EmployerNot reported
Participant$1.1M
Full reported line items
Total assets (EOY)
$25,005,530
Total liabilities (EOY)
$0
Net assets (EOY)
$25,005,530
Participant contributions
$1,097,328
Total income / additions
$4,618,174
Benefits paid
$1,631,382
Administrative expenses
$27,671
Total expenses
$1,659,053
Net increase / (decrease)
$2,959,121
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $27.5K
  2. 2
    Tiaa$650
    NONE · Direct $650 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250409013419NAL0010574019001 cover?
It is the 2023 Form 5500 filing for Francis W. Parker School Tax Deferred Annuity Plan, reported by Francis W. Parker School (EIN 36-2171732).
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