Southwestern Law School Dc Retirement Plan — Form 5500 plan (Southwestern Law 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, Southwestern Law School Dc Retirement Plan is a benefit plan reported by Southwestern Law School under EIN 95-1246140 and plan number 001. The latest loaded filing year is 2023. The filing reports 348 participants and $97,927,420 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southwestern Law School
- EIN
- 95-1246140
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 348
- End-of-year plan assets
- $97,927,420
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 348 | H, C | 20240919122308NAL0002334243001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $97,927,420
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $97,927,420
- Net assets (BOY)
- $85,081,179
Income & contributions
- Employer contributions
- $1,908,757
- Participant contributions
- $1,722,596
- Total contributions
- $4,308,888
- Total income / additions
- $16,634,569
Expenses & distributions
- Benefits paid
- $3,704,489
- Administrative expenses
- $83,839
- Total expenses
- $3,788,328
- Net increase / (decrease)
- $12,846,241
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $40,775 | $0 | 2023 |
| Angeles Investment Advisors, LLC | NONE | $27,671 | not reported in the loaded dataset | 2023 |
| Holthouse Carlvin & Van Trigt Llp | NONE | $15,393 | not reported in the loaded dataset | 2023 |