Laurel School Defined Contribution Retirement Plan — Form 5500 plan (Laurel School)
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, Laurel School Defined Contribution Retirement Plan is a benefit plan reported by Laurel School under EIN 34-0714451 and plan number 002. The latest loaded filing year is 2023. The filing reports 347 participants and $33,461,484 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Laurel School
- EIN
- 34-0714451
- Plan number
- 002
- Plan type
- 2
- Location
- Shaker Heights, OH
- Latest filing year
- 2023
- Participants
- 347
- End-of-year plan assets
- $33,461,484
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 347 | H, C | 20250327071348NAL0026128576001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,461,484
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,461,484
- Net assets (BOY)
- $30,199,409
Income & contributions
- Employer contributions
- $431,621
- Participant contributions
- $883,340
- Total contributions
- $1,420,869
- Total income / additions
- $5,444,102
Expenses & distributions
- Benefits paid
- $2,149,181
- Administrative expenses
- $32,846
- Total expenses
- $2,182,027
- Net increase / (decrease)
- $3,262,075
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Walden Wealth Partners LLC | INVESTMENT ADVISOR | $18,200 | not reported in the loaded dataset | 2023 |
| Sikich Llp | ACCOUNTING | $11,390 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTANT | $3,181 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $225 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Laurel School
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Shaker Heights, OH
- Walden Wealth Partners LLC — Schedule C compensation
- Sikich Llp — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation
- Tiaa — Schedule C compensation