Francis Parker School 403(B) Plan — Form 5500 plan (Francis Parker 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, Francis Parker School 403(B) Plan is a benefit plan reported by Francis Parker School under EIN 95-1696720 and plan number 002. The latest loaded filing year is 2023. The filing reports 618 participants and $53,987,457 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Francis Parker School
- EIN
- 95-1696720
- Plan number
- 002
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 618
- End-of-year plan assets
- $53,987,457
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 618 | H, C | 20250226104729NAL0001758208001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,987,457
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,987,457
- Net assets (BOY)
- $46,594,575
Income & contributions
- Employer contributions
- $1,129,921
- Participant contributions
- $2,147,339
- Total contributions
- $3,563,028
- Total income / additions
- $10,335,841
Expenses & distributions
- Benefits paid
- $2,856,083
- Administrative expenses
- $79,179
- Total expenses
- $2,942,959
- Net increase / (decrease)
- $7,392,882
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $45,835 | $0 | 2023 |
| Global Retirement Partners, LLC | ADVISOR | $30,000 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTING | $3,994 | not reported in the loaded dataset | 2023 |