Oakwood School 403(B) Retirement Plan — Form 5500 plan (Oakwood 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, Oakwood School 403(B) Retirement Plan is a benefit plan reported by Oakwood School under EIN 95-1698608 and plan number 001. The latest loaded filing year is 2023. The filing reports 357 participants and $57,016,429 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oakwood School
- EIN
- 95-1698608
- Plan number
- 001
- Plan type
- 2
- Location
- North Hollywood, CA
- Latest filing year
- 2023
- Participants
- 357
- End-of-year plan assets
- $57,016,429
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 357 | H, C | 20241012164728NAL0040376992001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,016,429
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,016,429
- Net assets (BOY)
- $49,374,491
Income & contributions
- Employer contributions
- $1,096,331
- Participant contributions
- $1,537,097
- Total contributions
- $2,638,499
- Total income / additions
- $9,565,519
Expenses & distributions
- Benefits paid
- $1,847,420
- Administrative expenses
- $76,161
- Total expenses
- $1,923,581
- Net increase / (decrease)
- $7,641,938
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $67,161 | $0 | 2023 |
| Capfinancial Partners, LLC | NONE | $9,000 | not reported in the loaded dataset | 2023 |