University School Of Nashville Retirement Plan — Form 5500 plan (University School Of Nashville)
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, University School Of Nashville Retirement Plan is a benefit plan reported by University School Of Nashville under EIN 23-7424429 and plan number 001. The latest loaded filing year is 2023. The filing reports 430 participants and $38,500,822 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University School Of Nashville
- EIN
- 23-7424429
- Plan number
- 001
- Plan type
- 2
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 430
- End-of-year plan assets
- $38,500,822
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 430 | H, C | 20241014164734NAL0027899793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,500,822
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,500,822
- Net assets (BOY)
- $33,845,021
Income & contributions
- Employer contributions
- $880,541
- Participant contributions
- $1,356,915
- Total contributions
- $2,265,531
- Total income / additions
- $7,588,976
Expenses & distributions
- Benefits paid
- $2,850,055
- Administrative expenses
- $83,120
- Total expenses
- $2,933,175
- Net increase / (decrease)
- $4,655,801
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $42,802 | $0 | 2023 |
| Resources Investment Advisors, Inc. | NONE | $18,762 | not reported in the loaded dataset | 2023 |
| Access Retirement Services, LLC | NONE | $12,588 | not reported in the loaded dataset | 2023 |
| Onedigital Retirement And Wealth | NONE | $6,414 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University School Of Nashville
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- Tiaa — Schedule C compensation
- Resources Investment Advisors, Inc. — Schedule C compensation
- Access Retirement Services, LLC — Schedule C compensation
- Onedigital Retirement And Wealth — Schedule C compensation