Katherine Delmar Burke School Dc And Tda 403(B) Plans — Form 5500 plan (Katherine Delmar Burke 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, Katherine Delmar Burke School Dc And Tda 403(B) Plans is a benefit plan reported by Katherine Delmar Burke School under EIN 94-1156256 and plan number 001. The latest loaded filing year is 2023. The filing reports 242 participants and $28,449,023 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Katherine Delmar Burke School
- EIN
- 94-1156256
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 242
- End-of-year plan assets
- $28,449,023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 242 | H, C | 20241001142509NAL0007281089001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,449,023
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,449,023
- Net assets (BOY)
- $24,320,697
Income & contributions
- Employer contributions
- $435,791
- Participant contributions
- $763,750
- Total contributions
- $1,207,153
- Total income / additions
- $4,909,808
Expenses & distributions
- Benefits paid
- $755,911
- Administrative expenses
- $25,571
- Total expenses
- $781,482
- Net increase / (decrease)
- $4,128,326
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $10,576 | $0 | 2023 |
| Cliftonlarsonallen Llp | AUDITOR | $9,135 | not reported in the loaded dataset | 2023 |
| Well And Good LLC | ADVISOR | $3,000 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTANT PENSION | $2,860 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Katherine Delmar Burke School
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Tiaa — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Well And Good LLC — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation