The Nueva School Defined Contribution Retirement Plan — Form 5500 plan (The Nueva 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 Nueva School Defined Contribution Retirement Plan is a benefit plan reported by The Nueva School under EIN 94-1633387 and plan number 001. The latest loaded filing year is 2023. The filing reports 419 participants and $33,976,058 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$34MPlan net assets, end of year$33,976,058
Participants419Covered participants reported
Assets / participant$81.1KComputed: assets ÷ participants$81,088 (computed)
Provider compensation$52.1K1 Schedule C provider row(s)$52,143
- Plan sponsor
- The Nueva School
- EIN
- 94-1633387
- Plan number
- 001
- Plan type
- 2
- Location
- Hillsborough, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 419 | H, C | 20250414131928NAL0000785699001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$34M total assets
Net assets$34MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $33,976,058
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,976,058
- Net assets (BOY)
- $26,873,743
Income & contributions
- Employer contributions
- $1,239,533
- Participant contributions
- $2,584,427
- Total contributions
- $4,181,745
- Total income / additions
- $8,621,300
Expenses & distributions
- Benefits paid
- $1,466,842
- Administrative expenses
- $52,143
- Total expenses
- $1,518,985
- Net increase / (decrease)
- $7,102,315
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
32%68%
Employer 32%Participant 68%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $52,143 | $0 | 2023 |