German School Dc Retirement Plan — Form 5500 plan (German 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, German School Dc Retirement Plan is a benefit plan reported by German School under EIN 54-0740278 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $22,610,134 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- German School
- EIN
- 54-0740278
- Plan number
- 001
- Plan type
- 2
- Location
- Potomac, MD
- Latest filing year
- 2023
- Participants
- 151
- End-of-year plan assets
- $22,610,134
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 151 | H, C | 20240926163754NAL0000952001001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,610,134
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,610,134
- Net assets (BOY)
- $18,897,605
Income & contributions
- Employer contributions
- $268,293
- Participant contributions
- $717,864
- Total contributions
- $986,157
- Total income / additions
- $4,113,933
Expenses & distributions
- Benefits paid
- $395,101
- Administrative expenses
- $150
- Total expenses
- $401,404
- Net increase / (decrease)
- $3,712,529
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | PLAN SPONSOR | $150 | $0 | 2023 |