The Seven Hills School Retirement Plan — Form 5500 plan (The Seven Hills 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 Seven Hills School Retirement Plan is a benefit plan reported by The Seven Hills School under EIN 94-1628213 and plan number 003. The latest loaded filing year is 2023. The filing reports 187 participants and $23,250,537 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Seven Hills School
- EIN
- 94-1628213
- Plan number
- 003
- Plan type
- 2
- Location
- Walnut Creek, CA
- Latest filing year
- 2023
- Participants
- 187
- End-of-year plan assets
- $23,250,537
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 187 | H, C | 20250402145319NAL0017508738001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,250,537
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,250,537
- Net assets (BOY)
- $19,640,550
Income & contributions
- Employer contributions
- $581,358
- Participant contributions
- $771,635
- Total contributions
- $1,663,741
- Total income / additions
- $4,642,375
Expenses & distributions
- Benefits paid
- $972,695
- Administrative expenses
- $59,693
- Total expenses
- $1,032,388
- Net increase / (decrease)
- $3,609,987
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Republic Bank | ADVISOR | $27,291 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $16,641 | $0 | 2023 |
| Pension Assurance Llp | ACCOUNTANT | $13,000 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | TPA | $2,701 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Seven Hills School
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Walnut Creek, CA
- First Republic Bank — Schedule C compensation
- Tiaa — Schedule C compensation
- Pension Assurance Llp — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation