2023 Form 5500 filing — San Francisco Conservatory Of Music Dc 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 20250415114049NAL0001403971001) for San Francisco Conservatory Of Music Dc Retirement Plan, reported by San Francisco Conservatory Of Music under EIN 94-1156610 and plan number 001. It reports 612 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)$38.3MReported net assets$38,285,290

Participants612

Provider compensation$50.1K2 Schedule C row(s)$50,052

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250415114049NAL0001403971001
Plan sponsor: San Francisco Conservatory Of Music
EIN: 94-1156610
Plan number: 001
Location: San Francisco, 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)$38.3M total assets

Net assets$38.3MLiabilities$0

Money in vs. money out

Total income / additions$6.8M

Total expenses$3M

Benefits paid / distributions$2.9M

Contributions

Employer$416.1K

Participant$1.6M

Full reported line items

Total assets (EOY): $38,285,290
Total liabilities (EOY): $0
Net assets (EOY): $38,285,290
Employer contributions: $416,099
Participant contributions: $1,616,610
Total income / additions: $6,784,197
Benefits paid: $2,918,170
Administrative expenses: $50,052
Total expenses: $2,968,222
Net increase / (decrease): $3,815,975

Schedule C

Reported service provider compensation

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

1
Tiaa$42.6K
NONE · Direct $42.6K · Indirect $0
2
Concurrent Investment Advisors, LLC$7.5K
NONE · Direct $7.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250415114049NAL0001403971001 cover?: It is the 2023 Form 5500 filing for San Francisco Conservatory Of Music Dc Retirement Plan, reported by San Francisco Conservatory Of Music (EIN 94-1156610).
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).