The Lick-Wilmerding High School Retirement Plan — Form 5500 plan (Lick-Wilmerding High 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 Lick-Wilmerding High School Retirement Plan is a benefit plan reported by Lick-Wilmerding High School under EIN 94-1186156 and plan number 001. The latest loaded filing year is 2023. The filing reports 313 participants and $42,871,721 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lick-Wilmerding High School
- EIN
- 94-1186156
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 313
- End-of-year plan assets
- $42,871,721
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 313 | H, C | 20241009162419NAL0031845296001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,871,721
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,871,721
- Net assets (BOY)
- $39,251,383
Income & contributions
- Employer contributions
- $899,099
- Participant contributions
- $1,363,003
- Total contributions
- $2,352,648
- Total income / additions
- $8,064,709
Expenses & distributions
- Benefits paid
- $4,372,804
- Administrative expenses
- $71,567
- Total expenses
- $4,444,371
- Net increase / (decrease)
- $3,620,338
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $34,487 | $0 | 2023 |
| Armanino Llp | AUDITOR | $20,572 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Domestic Hldngs | ADVISOR | $16,100 | not reported in the loaded dataset | 2023 |
| Axa Equitable Life Insurance Compan | RECORDKEEPER | $60 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lick-Wilmerding High School
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Tiaa — Schedule C compensation
- Armanino Llp — Schedule C compensation
- Morgan Stanley Domestic Hldngs — Schedule C compensation
- Axa Equitable Life Insurance Compan — Schedule C compensation