The Asheville School Retirement Plan — Form 5500 plan (The Asheville 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 Asheville School Retirement Plan is a benefit plan reported by The Asheville School under EIN 56-0530248 and plan number 001. The latest loaded filing year is 2023. The filing reports 292 participants and $28,628,098 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Asheville School
- EIN
- 56-0530248
- Plan number
- 001
- Plan type
- 2
- Location
- Asheville, NC
- Latest filing year
- 2023
- Participants
- 292
- End-of-year plan assets
- $28,628,098
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 292 | H, C | 20241014163814NAL0013633491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,628,098
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,628,098
- Net assets (BOY)
- $24,897,514
Income & contributions
- Employer contributions
- $695,068
- Participant contributions
- $661,642
- Total contributions
- $1,403,225
- Total income / additions
- $5,198,625
Expenses & distributions
- Benefits paid
- $1,434,828
- Administrative expenses
- $33,213
- Total expenses
- $1,468,041
- Net increase / (decrease)
- $3,730,584
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $13,588 | $0 | 2023 |
| Lpl Financial | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Mma Securities LLC | ADVISOR | $10,000 | not reported in the loaded dataset | 2023 |