The Hamlin School Retirement Plan — Form 5500 plan (The Hamlin 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 Hamlin School Retirement Plan is a benefit plan reported by The Hamlin School under EIN 94-1393894 and plan number 001. The latest loaded filing year is 2023. The filing reports 300 participants and $36,408,008 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Hamlin School
- EIN
- 94-1393894
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 300
- End-of-year plan assets
- $36,408,008
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 300 | H, C | 20241008172213NAL0008615043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,408,008
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,408,008
- Net assets (BOY)
- $30,756,964
Income & contributions
- Employer contributions
- $553,448
- Participant contributions
- $985,872
- Total contributions
- $1,765,237
- Total income / additions
- $6,735,125
Expenses & distributions
- Benefits paid
- $1,036,402
- Administrative expenses
- $46,188
- Total expenses
- $1,084,081
- Net increase / (decrease)
- $5,651,044
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hood & Strong Llp | AUDITOR | $21,800 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $17,919 | $0 | 2023 |
| Well And Good LLC | ADVISOR | $3,600 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTING | $3,019 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Hamlin School
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Hood & Strong Llp — Schedule C compensation
- Tiaa — Schedule C compensation
- Well And Good LLC — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation