2023 Form 5500 filing — British School Of Washington 401(K) Profit Sharing Plan & Tru

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 20250514052601NAL0027616464001) for British School Of Washington 401(K) Profit Sharing Plan & Tru, reported by British School Of America under EIN 52-2106775 and plan number 002. It reports 1,081 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)$25.8MReported net assets$25,817,154
Participants1.1K1,081
Provider compensation$66.8K3 Schedule C row(s)$66,786
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250514052601NAL0027616464001
Plan sponsor
British School Of America
EIN
52-2106775
Plan number
002
Location
Miami, FL
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)$25.8M total assets
Net assets$25.8MLiabilities$0
Money in vs. money out
Total income / additions$6.7M
Total expenses$2M
Benefits paid / distributions$2M
Contributions
Employer$630.7K
Participant$1.9M
Full reported line items
Total assets (EOY)
$25,817,154
Total liabilities (EOY)
$0
Net assets (EOY)
$25,817,154
Employer contributions
$630,668
Participant contributions
$1,943,770
Total income / additions
$6,695,185
Benefits paid
$1,976,015
Administrative expenses
$42,457
Total expenses
$2,042,161
Net increase / (decrease)
$4,653,024
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $34.3K · Indirect $24.3K
  2. 2
    RECORD KEEPER · Direct $8.2K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250514052601NAL0027616464001 cover?
It is the 2023 Form 5500 filing for British School Of Washington 401(K) Profit Sharing Plan & Tru, reported by British School Of America (EIN 52-2106775).
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).

Related Form 5500 pages