Distinctive Schools 403(B) Plan — Form 5500 plan (Distinctive Schools)
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, Distinctive Schools 403(B) Plan is a benefit plan reported by Distinctive Schools under EIN 27-4967763 and plan number 001. The latest loaded filing year is 2023. The filing reports 596 participants and $6,056,392 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Distinctive Schools
- EIN
- 27-4967763
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 596
- End-of-year plan assets
- $6,056,392
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 596 | H, C | 20241014104940NAL0014792787001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,056,392
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,056,392
- Net assets (BOY)
- $5,055,386
Income & contributions
- Employer contributions
- $417,287
- Participant contributions
- $785,216
- Total contributions
- $1,246,869
- Total income / additions
- $2,206,738
Expenses & distributions
- Benefits paid
- $1,150,073
- Administrative expenses
- $55,659
- Total expenses
- $1,205,732
- Net increase / (decrease)
- $1,001,006
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $56,059 | $0 | 2023 |
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISORY | $0 | $21,661 | 2023 |
| The Pension Specialists | OTHER SERVICES | $0 | $6,054 | 2023 |