The Post Oak School Retirement Savings Plan — Form 5500 plan (The Post Oak 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 Post Oak School Retirement Savings Plan is a benefit plan reported by The Post Oak School under EIN 74-1486232 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $8,978,894 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Post Oak School
- EIN
- 74-1486232
- Plan number
- 001
- Plan type
- 2
- Location
- Bellaire, TX
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $8,978,894
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20240820150821NAL0002731809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,978,894
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,978,894
- Net assets (BOY)
- $7,757,546
Income & contributions
- Employer contributions
- $362,819
- Participant contributions
- $511,770
- Total contributions
- $878,587
- Total income / additions
- $2,116,579
Expenses & distributions
- Benefits paid
- $862,398
- Administrative expenses
- $32,833
- Total expenses
- $895,231
- Net increase / (decrease)
- $1,221,348
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Calderwood Financial Strategies | ADVISOR | $31,483 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,350 | $0 | 2023 |