The Buckley School Defined Contribution Plan — Form 5500 plan (The Buckley 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 Buckley School Defined Contribution Plan is a benefit plan reported by The Buckley School under EIN 95-1750023 and plan number 001. The latest loaded filing year is 2023. The filing reports 503 participants and $70,031,996 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Buckley School
- EIN
- 95-1750023
- Plan number
- 001
- Plan type
- 2
- Location
- Sherman Oaks, CA
- Latest filing year
- 2023
- Participants
- 503
- End-of-year plan assets
- $70,031,996
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 503 | H, C | 20240703135627NAL0007327649001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,031,996
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,031,996
- Net assets (BOY)
- $60,648,001
Income & contributions
- Employer contributions
- $1,057,081
- Participant contributions
- $1,352,013
- Total contributions
- $2,598,912
- Total income / additions
- $11,841,446
Expenses & distributions
- Benefits paid
- $2,387,411
- Administrative expenses
- $70,040
- Total expenses
- $2,457,451
- Net increase / (decrease)
- $9,383,995
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | BUNDLE SERVICE PROVIDER | $32,094 | $0 | 2023 |
| Clifton Lartson Aleen Llp | ACCOUNTING | $20,475 | not reported in the loaded dataset | 2023 |
| Actuarial Benefits Corp. | THIRD PARTY ADMINISTRATO | $10,806 | not reported in the loaded dataset | 2023 |