Flintridge Preparatory School Defined Contribution Retirement Plan — Form 5500 plan (Flintridge Preparatory 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, Flintridge Preparatory School Defined Contribution Retirement Plan is a benefit plan reported by Flintridge Preparatory School under EIN 95-1643324 and plan number 001. The latest loaded filing year is 2023. The filing reports 229 participants and $34,772,272 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Flintridge Preparatory School
- EIN
- 95-1643324
- Plan number
- 001
- Plan type
- 2
- Location
- Lacanada, CA
- Latest filing year
- 2023
- Participants
- 229
- End-of-year plan assets
- $34,772,272
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 229 | H, C | 20241014133455NAL0015012099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,772,272
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,772,272
- Net assets (BOY)
- $31,085,278
Income & contributions
- Employer contributions
- $740,502
- Participant contributions
- $959,809
- Total contributions
- $1,700,311
- Total income / additions
- $6,580,506
Expenses & distributions
- Benefits paid
- $2,850,755
- Administrative expenses
- $40,356
- Total expenses
- $2,893,512
- Net increase / (decrease)
- $3,686,994
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $16,488 | $0 | 2023 |
| Cliftonlarsonallen Llp | AUDITOR | $13,840 | not reported in the loaded dataset | 2023 |
| Well And Good LLC | ADVISOR | $6,850 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTING | $3,478 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Flintridge Preparatory School
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Lacanada, CA
- Tiaa — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Well And Good LLC — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation