Castilleja School Foundation Dc Plan — Form 5500 plan (Castilleja School Foundation)
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, Castilleja School Foundation Dc Plan is a benefit plan reported by Castilleja School Foundation under EIN 94-0373222 and plan number 001. The latest loaded filing year is 2023. The filing reports 323 participants and $60,225,630 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Castilleja School Foundation
- EIN
- 94-0373222
- Plan number
- 001
- Plan type
- 2
- Location
- Palo Alto, CA
- Latest filing year
- 2023
- Participants
- 323
- End-of-year plan assets
- $60,225,630
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 323 | H, C | 20241015115253NAL0047681536001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,225,630
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,225,630
- Net assets (BOY)
- $51,870,654
Income & contributions
- Employer contributions
- $1,185,260
- Participant contributions
- $1,709,517
- Total contributions
- $2,895,795
- Total income / additions
- $12,450,709
Expenses & distributions
- Benefits paid
- $4,052,304
- Administrative expenses
- $43,429
- Total expenses
- $4,095,733
- Net increase / (decrease)
- $8,354,976
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $22,120 | $0 | 2023 |
| Eide Bailly Llp | AUDITOR | $11,300 | not reported in the loaded dataset | 2023 |
| Well And Good LLC | ADVISOR | $7,200 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTING | $3,109 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Castilleja School Foundation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Palo Alto, CA
- Tiaa — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Well And Good LLC — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation