2023 Form 5500 filing — The Webb Schools Tax-Deferred Annuity And Defined Contribution Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240709130011NAL0021998448001) for The Webb Schools Tax-Deferred Annuity And Defined Contribution Retirement Plan, reported by The Webb Schools under EIN 95-1856591 and plan number 001. It reports 442 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240709130011NAL0021998448001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Webb Schools
- EIN
- 95-1856591
- Plan number
- 001
- Location
- Claremont, CA
- Participants
- 442
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,417,573
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,417,573
- Employer contributions
- $893,292
- Participant contributions
- $688,467
- Total income / additions
- $6,223,394
- Benefits paid
- $2,535,151
- Administrative expenses
- $36,124
- Total expenses
- $2,607,092
- Net increase / (decrease)
- $3,616,302
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $30,399 | $0 |
| Morgan Stanley | ADVISOR | $5,800 | not reported in the loaded dataset |