Washington International School Defined Contribution Retirement Plan — Form 5500 plan (Washington International 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, Washington International School Defined Contribution Retirement Plan is a benefit plan reported by Washington International School under EIN 52-0822077 and plan number 001. The latest loaded filing year is 2023. The filing reports 509 participants and $68,309,084 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Washington International School
- EIN
- 52-0822077
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 509
- End-of-year plan assets
- $68,309,084
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 509 | H, C | 20250616134449NAL0000998977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,309,084
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,309,084
- Net assets (BOY)
- $60,112,420
Income & contributions
- Employer contributions
- $1,193,097
- Participant contributions
- $1,809,031
- Total contributions
- $3,036,948
- Total income / additions
- $12,471,513
Expenses & distributions
- Benefits paid
- $4,200,281
- Administrative expenses
- $58,327
- Total expenses
- $4,274,849
- Net increase / (decrease)
- $8,196,664
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Capital Group | ADVISOR | $37,410 | not reported in the loaded dataset | 2023 |
| Cohnreznick Llp | AUDITOR | $16,385 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | TPA | $3,634 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $1,000 | $0 | 2023 |
| Boutwell Fay Llp | LEGAL | $423 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Washington International School
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Newport Capital Group — Schedule C compensation
- Cohnreznick Llp — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation
- Tiaa — Schedule C compensation
- Boutwell Fay Llp — Schedule C compensation