Pinewood-Oakwood School 403(B) Retirement Plan — Form 5500 plan (Creative Center Of Los Altos)
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, Pinewood-Oakwood School 403(B) Retirement Plan is a benefit plan reported by Creative Center Of Los Altos under EIN 94-1527492 and plan number 001. The latest loaded filing year is 2023. The filing reports 291 participants and $36,197,534 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Creative Center Of Los Altos
- EIN
- 94-1527492
- Plan number
- 001
- Plan type
- 2
- Location
- Los Altos, CA
- Latest filing year
- 2023
- Participants
- 291
- End-of-year plan assets
- $36,197,534
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 291 | H, C | 20250317083914NAL0001275939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,197,534
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,197,534
- Net assets (BOY)
- $29,914,032
Income & contributions
- Employer contributions
- $1,077,635
- Participant contributions
- $1,955,433
- Total contributions
- $3,165,819
- Total income / additions
- $7,551,855
Expenses & distributions
- Benefits paid
- $1,214,681
- Administrative expenses
- $53,672
- Total expenses
- $1,268,353
- Net increase / (decrease)
- $6,283,502
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Investment Advisory Services | NONE | $23,353 | not reported in the loaded dataset | 2023 |
| Armanino Llp | NONE | $15,960 | not reported in the loaded dataset | 2023 |
| Tiaa - Teachers Insurance And Annui | NONE | $11,218 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Creative Center Of Los Altos
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Altos, CA
- Cbiz Investment Advisory Services — Schedule C compensation
- Armanino Llp — Schedule C compensation
- Tiaa - Teachers Insurance And Annui — Schedule C compensation