Mclean School Of Maryland Retirement Plan — Form 5500 plan (Mclean School Of Maryland)
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, Mclean School Of Maryland Retirement Plan is a benefit plan reported by Mclean School Of Maryland under EIN 52-1117092 and plan number 001. The latest loaded filing year is 2023. The filing reports 335 participants and $28,856,316 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mclean School Of Maryland
- EIN
- 52-1117092
- Plan number
- 001
- Plan type
- 2
- Location
- Potomac, MD
- Latest filing year
- 2023
- Participants
- 335
- End-of-year plan assets
- $28,856,316
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 335 | H, C | 20250310122502NAL0009734323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,856,316
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,856,316
- Net assets (BOY)
- $25,866,566
Income & contributions
- Employer contributions
- $331,074
- Participant contributions
- $705,619
- Total contributions
- $1,039,723
- Total income / additions
- $4,884,471
Expenses & distributions
- Benefits paid
- $1,816,375
- Administrative expenses
- $78,346
- Total expenses
- $1,894,721
- Net increase / (decrease)
- $2,989,750
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raffa Retirement Dba Grp, LLC | ADVISOR | $31,364 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $30,532 | $0 | 2023 |
| Global Retirement Partners, LLC | ADVISOR | $14,000 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTING | $2,450 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mclean School Of Maryland
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Potomac, MD
- Raffa Retirement Dba Grp, LLC — Schedule C compensation
- Tiaa — Schedule C compensation
- Global Retirement Partners, LLC — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation