What is the most recent Form 5500 filing year for Bentley School Defined Contribution And Tax Deferred Annuity Plan?

The latest Form 5500 filing year loaded for Bentley School Defined Contribution And Tax Deferred Annuity Plan is 2023.

What are the reported plan assets for Bentley School Defined Contribution And Tax Deferred Annuity Plan?

Bentley School Defined Contribution And Tax Deferred Annuity Plan reports $34,629,135 in end-of-year plan assets in its latest loaded Form 5500 filing.

Bentley School Defined Contribution And Tax Deferred Annuity Plan — Form 5500 plan (Bentley School, Inc.)

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, Bentley School Defined Contribution And Tax Deferred Annuity Plan is a benefit plan reported by Bentley School, Inc. under EIN 94-1700304 and plan number 001. The latest loaded filing year is 2023. The filing reports 421 participants and $34,629,135 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$34.6MPlan net assets, end of year$34,629,135

Participants421Covered participants reported

Assets / participant$82.3KComputed: assets ÷ participants$82,254 (computed)

Provider compensation$2501 Schedule C provider row(s)

Plan sponsor: Bentley School, Inc.
EIN: 94-1700304
Plan number: 001
Plan type: 2
Location: Oakland, CA
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
421 participants · 2Sch HSch C
View filing →

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)$34.6M total assets

Net assets$34.6MLiabilities$0

Money in vs. money out

Total income / additions$6.5M

Total expenses$1.6M

Benefits paid / distributions$1.6M

Contributions

Employer$702.7K

Participant$939.2K

Full reported line items

Net assets

Total assets (EOY): $34,629,135
Total liabilities (EOY): $0
Net assets (EOY): $34,629,135
Net assets (BOY): $29,695,632

Income & contributions

Employer contributions: $702,708
Participant contributions: $939,168
Total contributions: $1,655,850
Total income / additions: $6,541,616

Expenses & distributions

Benefits paid: $1,608,013
Administrative expenses: $100
Total expenses: $1,608,113
Net increase / (decrease): $4,933,503

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.

Contribution share (employer vs. participant)

43%57%

Employer 43%Participant 57%

Total expenses ÷ net assets5%Computed ratio

Benefits paid ÷ total income25%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

1
Tiaa-Teachers Insurance And Annuity$250
NONE · Direct $250 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Bentley School Defined Contribution And Tax Deferred Annuity Plan?: Bentley School Defined Contribution And Tax Deferred Annuity Plan is reported as sponsored by Bentley School, Inc. (EIN 94-1700304, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Bentley School Defined Contribution And Tax Deferred Annuity Plan?: The latest Form 5500 filing year loaded for Bentley School Defined Contribution And Tax Deferred Annuity Plan is 2023.
How many participants does Bentley School Defined Contribution And Tax Deferred Annuity Plan report?: Bentley School Defined Contribution And Tax Deferred Annuity Plan reports 421 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Bentley School Defined Contribution And Tax Deferred Annuity Plan?: Bentley School Defined Contribution And Tax Deferred Annuity Plan reports $34,629,135 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.