2023 Form 5500 filing — San Domenico School 403(B) 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 20250414151412NAL0001889345001) for San Domenico School 403(B) Retirement Plan, reported by San Domenico School under EIN 94-6080077 and plan number 001. It reports 404 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414151412NAL0001889345001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- San Domenico School
- EIN
- 94-6080077
- Plan number
- 001
- Location
- San Anselmo, CA
- Participants
- 404
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,797,211
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,797,211
- Employer contributions
- $862,825
- Participant contributions
- $1,619,884
- Total income / additions
- $6,389,998
- Benefits paid
- $2,317,823
- Administrative expenses
- $83,005
- Total expenses
- $2,400,828
- Net increase / (decrease)
- $3,989,170
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $82,955 | $0 |
| Multnomah Group LLC | INVESTMENT MANAGEMENT | $0 | $35,175 |
| Armanino Llp | ACCOUNTANT | $0 | $10,894 |
| New Pinnacle Consulting Group LLC | CONTRACT ADMINISTRATOR | $0 | $8,126 |
| Lincoln National Coproration | RECORDKEEPER | $50 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |