Hillbrook School Defined Contribution Retirement Plan — Form 5500 plan (Hillbrook 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, Hillbrook School Defined Contribution Retirement Plan is a benefit plan reported by Hillbrook School under EIN 94-0382325 and plan number 001. The latest loaded filing year is 2023. The filing reports 176 participants and $17,239,185 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$17.2MPlan net assets, end of year$17,239,185
Participants176Covered participants reported
Assets / participant$97.9KComputed: assets ÷ participants$97,950 (computed)
Provider compensation$40.9K2 Schedule C provider row(s)$40,893
- Plan sponsor
- Hillbrook School
- EIN
- 94-0382325
- Plan number
- 001
- Plan type
- 2
- Location
- Los Gatos, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 176 | H, C | 20240709130931NAL0021002400001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$17.2M total assets
Net assets$17.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $17,239,185
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,239,185
- Net assets (BOY)
- $14,528,803
Income & contributions
- Employer contributions
- $516,555
- Participant contributions
- $609,525
- Total contributions
- $1,368,022
- Total income / additions
- $3,796,277
Expenses & distributions
- Benefits paid
- $1,045,302
- Administrative expenses
- $40,593
- Total expenses
- $1,085,895
- Net increase / (decrease)
- $2,710,382
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
46%54%
Employer 46%Participant 54%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa-Teachers Insur & Annuity Assoc | RECORDKEEPER | $24,079 | $0 | 2023 |
| Onedigital Investment Advisors | INVESTMENT ADVISOR | $16,814 | not reported in the loaded dataset | 2023 |