The Park School Defined Contribution Retirement Plan — Form 5500 plan (Park School Corporation)

Plain-English plan 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, The Park School Defined Contribution Retirement Plan is a benefit plan reported by Park School Corporation under EIN 04-2104824 and plan number 001. The latest loaded filing year is 2023. The filing reports 438 participants and $49,016,374 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$49MPlan net assets, end of year$49,016,374
Participants438Covered participants reported
Assets / participant$111.9KComputed: assets ÷ participants$111,910 (computed)
Provider compensation$6.7K1 Schedule C provider row(s)$6,675
Plan sponsor
Park School Corporation
EIN
04-2104824
Plan number
001
Plan type
2
Location
Brookline, MA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023438H, C20241015090322NAL0048585456001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$49M total assets
Net assets$49MLiabilities$0
Money in vs. money out
Total income / additions$8.9M
Total expenses$3.9M
Benefits paid / distributions$3.9M
Contributions
Employer$757.3K
Participant$1.3M
Full reported line items

Net assets

Total assets (EOY)
$49,016,374
Total liabilities (EOY)
$0
Net assets (EOY)
$49,016,374
Net assets (BOY)
$44,047,363

Income & contributions

Employer contributions
$757,295
Participant contributions
$1,330,495
Total contributions
$2,146,108
Total income / additions
$8,911,156

Expenses & distributions

Benefits paid
$3,936,070
Administrative expenses
$6,075
Total expenses
$3,942,145
Net increase / (decrease)
$4,969,011
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 36%Participant 64%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income44%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaCONTRACT ADMINSITRATOR$6,675$02023

Related Form 5500 pages