The Barstow School Defined Contribution Retirement Plan — Form 5500 plan (The Barstow 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, The Barstow School Defined Contribution Retirement Plan is a benefit plan reported by The Barstow School under EIN 44-0546207 and plan number 001. The latest loaded filing year is 2023. The filing reports 598 participants and $25,363,315 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$25.4MPlan net assets, end of year$25,363,315
Participants598Covered participants reported
Assets / participant$42.4KComputed: assets ÷ participants$42,414 (computed)
Provider compensation$71.6K2 Schedule C provider row(s)$71,606
- Plan sponsor
- The Barstow School
- EIN
- 44-0546207
- Plan number
- 001
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 598 | H, C | 20240905142447NAL0021141601001 |
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)$25.4M total assets
Net assets$25.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $25,363,315
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,363,315
- Net assets (BOY)
- $21,428,833
Income & contributions
- Employer contributions
- $649,857
- Participant contributions
- $824,053
- Total contributions
- $1,583,170
- Total income / additions
- $5,176,547
Expenses & distributions
- Benefits paid
- $1,170,219
- Administrative expenses
- $71,606
- Total expenses
- $1,242,065
- Net increase / (decrease)
- $3,934,482
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.
44%56%
Employer 44%Participant 56%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $42,027 | $0 | 2023 |
| Prime Capital Investment Advisors | INVESTMENT ADVISOR | $29,579 | not reported in the loaded dataset | 2023 |