Ecole Bilingue Retirement Plan — Form 5500 plan (Ecole Bilingue)
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, Ecole Bilingue Retirement Plan is a benefit plan reported by Ecole Bilingue under EIN 94-2427286 and plan number 001. The latest loaded filing year is 2023. The filing reports 252 participants and $23,383,720 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ecole Bilingue
- EIN
- 94-2427286
- Plan number
- 001
- Plan type
- 2
- Location
- Berkeley, CA
- Latest filing year
- 2023
- Participants
- 252
- End-of-year plan assets
- $23,383,720
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 252 | H, C | 20240909141441NAL0002413635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,383,720
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,383,720
- Net assets (BOY)
- $20,448,912
Income & contributions
- Employer contributions
- $469,245
- Participant contributions
- $621,546
- Total contributions
- $1,101,358
- Total income / additions
- $4,359,877
Expenses & distributions
- Benefits paid
- $1,386,009
- Administrative expenses
- $39,060
- Total expenses
- $1,425,069
- Net increase / (decrease)
- $2,934,808
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $26,314 | $0 | 2023 |
| Nfp Retirement Inc. | ADVISOR | $10,000 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | TPA | $2,896 | not reported in the loaded dataset | 2023 |