2023 Form 5500 filing — Seattle Waldorf School 403(B) Tda 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 20250708160738NAL0004162817001) for Seattle Waldorf School 403(B) Tda Plan, reported by Waldorf School Assoc Of Seattle under EIN 91-1095411 and plan number 001. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.2MReported net assets$2,192,808
Participants163
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250708160738NAL0004162817001
Plan sponsor
Waldorf School Assoc Of Seattle
EIN
91-1095411
Plan number
001
Location
Seattle, WA
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)$2.5M total assets
Net assets$2.2MLiabilities$355K
Money in vs. money out
Total income / additions$791.4K
Total expenses$2M
Benefits paid / distributions$2M
Contributions
Employer$72.5K
Participant$231.9K
Full reported line items
Total assets (EOY)
$2,547,855
Total liabilities (EOY)
$355,047
Net assets (EOY)
$2,192,808
Employer contributions
$72,511
Participant contributions
$231,855
Total income / additions
$791,374
Benefits paid
$2,006,604
Administrative expenses
$1,491
Total expenses
$2,008,095
Net increase / (decrease)
-$1,216,721

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250708160738NAL0004162817001 cover?
It is the 2023 Form 5500 filing for Seattle Waldorf School 403(B) Tda Plan, reported by Waldorf School Assoc Of Seattle (EIN 91-1095411).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages