Town School For Boys Dc Retirement Plan — Form 5500 plan (Town School For Boys)
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, Town School For Boys Dc Retirement Plan is a benefit plan reported by Town School For Boys under EIN 94-1170412 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $38,561,605 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Town School For Boys
- EIN
- 94-1170412
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 276
- End-of-year plan assets
- $38,561,605
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 276 | H, C | 20240618124711NAL0005740610001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,561,605
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,561,605
- Net assets (BOY)
- $32,745,744
Income & contributions
- Employer contributions
- $997,430
- Participant contributions
- $1,056,237
- Total contributions
- $2,525,967
- Total income / additions
- $7,696,344
Expenses & distributions
- Benefits paid
- $1,849,225
- Administrative expenses
- $31,258
- Total expenses
- $1,880,483
- Net increase / (decrease)
- $5,815,861
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $13,032 | $0 | 2023 |
| Pension Assurance Llp | AUDITOR | $10,250 | not reported in the loaded dataset | 2023 |
| Well And Good LLC | ADVISOR | $3,600 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | PENSION CONSULTING | $2,968 | not reported in the loaded dataset | 2023 |
| Tucker Huss | ACCOUNTANT | $1,483 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Town School For Boys
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Tiaa — Schedule C compensation
- Pension Assurance Llp — Schedule C compensation
- Well And Good LLC — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation
- Tucker Huss — Schedule C compensation