Viewpoint Educational Foundation 403(B) — Form 5500 plan (Viewpoint Educational Foundation)
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, Viewpoint Educational Foundation 403(B) is a benefit plan reported by Viewpoint Educational Foundation under EIN 95-2242261 and plan number 001. The latest loaded filing year is 2023. The filing reports 527 participants and $67,240,811 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Viewpoint Educational Foundation
- EIN
- 95-2242261
- Plan number
- 001
- Plan type
- 2
- Location
- Calabasas, CA
- Latest filing year
- 2023
- Participants
- 527
- End-of-year plan assets
- $67,240,811
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 527 | H, C | 20240913111849NAL0016903904001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,240,811
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,240,811
- Net assets (BOY)
- $57,399,750
Income & contributions
- Employer contributions
- $1,104,596
- Participant contributions
- $1,874,873
- Total contributions
- $3,098,721
- Total income / additions
- $12,322,628
Expenses & distributions
- Benefits paid
- $2,324,912
- Administrative expenses
- $124,465
- Total expenses
- $2,481,567
- Net increase / (decrease)
- $9,841,061
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | ADVISOR | $60,000 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $40,727 | $0 | 2023 |
| Armanino Llp | AUDITOR | $19,000 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTANT - PENSION | $3,754 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Viewpoint Educational Foundation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Calabasas, CA
- Morgan Stanley — Schedule C compensation
- Tiaa — Schedule C compensation
- Armanino Llp — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation