2023 Form 5500 filing — Westminster Schools Defined Contribution 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 20250613154046NAL0017673057001) for Westminster Schools Defined Contribution Retirement Plan, reported by Westminster Schools under EIN 58-0566206 and plan number 006. It reports 1,075 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)$167.5MReported net assets$167,533,827
Participants1.1K1,075
Provider compensation$183.9K2 Schedule C row(s)$183,906
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250613154046NAL0017673057001
Plan sponsor
Westminster Schools
EIN
58-0566206
Plan number
006
Location
Atlanta, GA
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)$167.5M total assets
Net assets$167.5MLiabilities$0
Money in vs. money out
Total income / additions$34.3M
Total expenses$13.4M
Benefits paid / distributions$13.2M
Contributions
Employer$2.8M
Participant$4.3M
Full reported line items
Total assets (EOY)
$167,533,827
Total liabilities (EOY)
$0
Net assets (EOY)
$167,533,827
Employer contributions
$2,795,155
Participant contributions
$4,296,890
Total income / additions
$34,300,597
Benefits paid
$13,163,671
Administrative expenses
$183,906
Total expenses
$13,350,723
Net increase / (decrease)
$20,949,874
Schedule C

Reported service provider compensation

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

  1. 1
    Tiaa$102.2K
    NONE · Direct $102.2K · Indirect $0
  2. 2
    NONE · Direct $81.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250613154046NAL0017673057001 cover?
It is the 2023 Form 5500 filing for Westminster Schools Defined Contribution Retirement Plan, reported by Westminster Schools (EIN 58-0566206).
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