2023 Form 5500 filing — Walden School Of California 403(B) Dc 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 20250409234324NAL0039622530001) for Walden School Of California 403(B) Dc Plan, reported by Walden School Of California under EIN 95-2663177 and plan number 001. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.9MReported net assets$3,928,141
Participants125
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250409234324NAL0039622530001
Plan sponsor
Walden School Of California
EIN
95-2663177
Plan number
001
Location
Pasadena, CA
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)$3.9M total assets
Net assets$3.9MLiabilities$0
Money in vs. money out
Total income / additions$759.9K
Total expenses$349.1K
Benefits paid / distributions$349K
Contributions
Employer$136.7K
Participant$48.6K
Full reported line items
Total assets (EOY)
$3,928,141
Total liabilities (EOY)
$0
Net assets (EOY)
$3,928,141
Employer contributions
$136,661
Participant contributions
$48,568
Total income / additions
$759,947
Benefits paid
$349,027
Administrative expenses
$25
Total expenses
$349,052
Net increase / (decrease)
$410,895

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250409234324NAL0039622530001 cover?
It is the 2023 Form 5500 filing for Walden School Of California 403(B) Dc Plan, reported by Walden School Of California (EIN 95-2663177).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages