2023 Form 5500 filing — Overlake School 403(B)
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 20250414130037NAL0001757745003) for Overlake School 403(B), reported by The Overlake School under EIN 91-0814431 and plan number 001. It reports 364 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414130037NAL0001757745003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Overlake School
- EIN
- 91-0814431
- Plan number
- 001
- Location
- Redmond, WA
- Participants
- 364
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,494,444
- Net assets (EOY)
- $42,494,444
- Employer contributions
- $871,409
- Participant contributions
- $1,231,032
- Total income / additions
- $7,655,278
- Benefits paid
- $2,590,878
- Administrative expenses
- $30,331
- Total expenses
- $2,621,209
- Net increase / (decrease)
- $5,034,069
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | N/A | $30,331 | $0 |