Marin Academy Defined Contribution Retirement Plan — Form 5500 plan (Marin Academy)
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, Marin Academy Defined Contribution Retirement Plan is a benefit plan reported by Marin Academy under EIN 94-1186189 and plan number 001. The latest loaded filing year is 2023. The filing reports 303 participants and $44,731,981 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marin Academy
- EIN
- 94-1186189
- Plan number
- 001
- Plan type
- 2
- Location
- San Rafael, CA
- Latest filing year
- 2023
- Participants
- 303
- End-of-year plan assets
- $44,731,981
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 303 | H, C | 20240926163238NAL0001671776001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,731,981
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,731,981
- Net assets (BOY)
- $39,007,902
Income & contributions
- Employer contributions
- $778,636
- Participant contributions
- $1,200,011
- Total contributions
- $2,031,344
- Total income / additions
- $8,757,220
Expenses & distributions
- Benefits paid
- $2,958,820
- Administrative expenses
- $74,321
- Total expenses
- $3,033,141
- Net increase / (decrease)
- $5,724,079
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $32,922 | $0 | 2023 |
| Armanino Llp | AUDITOR | $22,500 | not reported in the loaded dataset | 2023 |
| Multnomah Group, Inc | ADVISOR | $16,375 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | TPA | $3,049 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Marin Academy
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Rafael, CA
- Tiaa — Schedule C compensation
- Armanino Llp — Schedule C compensation
- Multnomah Group, Inc — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation