The Athenian School 403(B) Plan — Form 5500 plan (The Athenian 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 Athenian School 403(B) Plan is a benefit plan reported by The Athenian School under EIN 94-6070808 and plan number 001. The latest loaded filing year is 2023. The filing reports 325 participants and $35,717,993 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Athenian School
- EIN
- 94-6070808
- Plan number
- 001
- Plan type
- 2
- Location
- Danville, CA
- Latest filing year
- 2023
- Participants
- 325
- End-of-year plan assets
- $35,717,993
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 325 | H, C | 20240805114704NAL0000649763001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,717,993
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,717,993
- Net assets (BOY)
- $31,203,072
Income & contributions
- Employer contributions
- $760,017
- Participant contributions
- $1,265,331
- Total contributions
- $2,053,752
- Total income / additions
- $7,124,239
Expenses & distributions
- Benefits paid
- $2,543,538
- Administrative expenses
- $65,780
- Total expenses
- $2,609,318
- Net increase / (decrease)
- $4,514,921
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | ADVISOR | $47,460 | not reported in the loaded dataset | 2023 |
| Harshwal & Company | AUDITOR | $12,500 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $5,895 | $0 | 2023 |