Seabury Hall/College Preparatory School 403(B) Dc Plan — Form 5500 plan (Seabury Hall/College 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, Seabury Hall/College Preparatory School 403(B) Dc Plan is a benefit plan reported by Seabury Hall/College Preparatory School under EIN 99-0110784 and plan number 001. The latest loaded filing year is 2023. The filing reports 213 participants and $17,206,246 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Seabury Hall/College Preparatory School
- EIN
- 99-0110784
- Plan number
- 001
- Plan type
- 2
- Location
- Makawao, HI
- Latest filing year
- 2023
- Participants
- 213
- End-of-year plan assets
- $17,206,246
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 213 | H, C | 20241007195950NAL0015709105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,206,246
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,206,246
- Net assets (BOY)
- $16,042,350
Income & contributions
- Employer contributions
- $530,430
- Participant contributions
- $427,207
- Total contributions
- $964,077
- Total income / additions
- $3,179,085
Expenses & distributions
- Benefits paid
- $1,977,669
- Administrative expenses
- $37,520
- Total expenses
- $2,015,189
- Net increase / (decrease)
- $1,163,896
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hightower Advisors, LLC | NONE | $31,195 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $6,325 | $0 | 2023 |