Prairie School Defined Contribution Retirement Plan — Form 5500 plan (The Prairie 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, Prairie School Defined Contribution Retirement Plan is a benefit plan reported by The Prairie School under EIN 39-6074931 and plan number 001. The latest loaded filing year is 2023. The filing reports 300 participants and $29,215,029 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Prairie School
- EIN
- 39-6074931
- Plan number
- 001
- Plan type
- 2
- Location
- Racine, WI
- Latest filing year
- 2023
- Participants
- 300
- End-of-year plan assets
- $29,215,029
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 300 | H, C | 20241001102318NAL0003894867001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,215,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,215,029
- Net assets (BOY)
- $25,913,550
Income & contributions
- Employer contributions
- $486,521
- Participant contributions
- $478,682
- Total contributions
- $1,192,719
- Total income / additions
- $5,179,988
Expenses & distributions
- Benefits paid
- $1,849,449
- Administrative expenses
- $29,060
- Total expenses
- $1,878,509
- Net increase / (decrease)
- $3,301,479
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vrakas Advisors | ADVISOR | $8,712 | not reported in the loaded dataset | 2023 |
| Cap Financial Partners, LLC | ADVISOR | $6,671 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $2,015 | $0 | 2023 |