Urban School Of San Francisco Defined Contribution Retirement Plan — Form 5500 plan (Urban School Of San Francisco)
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, Urban School Of San Francisco Defined Contribution Retirement Plan is a benefit plan reported by Urban School Of San Francisco under EIN 94-1622034 and plan number 001. The latest loaded filing year is 2023. The filing reports 221 participants and $37,356,777 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Urban School Of San Francisco
- EIN
- 94-1622034
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 221
- End-of-year plan assets
- $37,356,777
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20240731115936NAL0012651235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,356,777
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,356,777
- Net assets (BOY)
- $31,283,419
Income & contributions
- Employer contributions
- $627,574
- Participant contributions
- $1,278,306
- Total contributions
- $2,361,801
- Total income / additions
- $7,359,263
Expenses & distributions
- Benefits paid
- $1,240,562
- Administrative expenses
- $45,343
- Total expenses
- $1,285,905
- Net increase / (decrease)
- $6,073,358
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement, Inc. | ADVISOR | $35,000 | not reported in the loaded dataset | 2023 |
| Flexpath Strategies | ADVISOR | $10,318 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $250 | $0 | 2023 |