2023 Form 5500 filing — The Geneva School Of Boerne 401(K) 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 20250410135141NAL0024325649001) for The Geneva School Of Boerne 401(K) Retirement Plan, reported by The Geneva School Of Boerne under EIN 74-2903692 and plan number 001. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410135141NAL0024325649001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Geneva School Of Boerne
- EIN
- 74-2903692
- Plan number
- 001
- Location
- Boerne, TX
- Participants
- 170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,897,022
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,897,022
- Employer contributions
- $112,499
- Participant contributions
- $261,569
- Total income / additions
- $867,208
- Benefits paid
- $206,278
- Administrative expenses
- $22,854
- Total expenses
- $229,132
- Net increase / (decrease)
- $638,076
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilshire Associates Inc. (Usa) | RIA | $707 | not reported in the loaded dataset |
| John Hancock Usa | RECORDKEEPER | $652 | $0 |