2023 Form 5500 filing — Crystal Springs Uplands School 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 20240826105043NAL0009620609001) for Crystal Springs Uplands School Defined Contribution Retirement Plan, reported by Crystal Springs Uplands School under EIN 94-1247265 and plan number 001. It reports 265 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826105043NAL0009620609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Crystal Springs Uplands School
- EIN
- 94-1247265
- Plan number
- 001
- Location
- Hillsborough, CA
- Participants
- 265
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,129,900
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,129,900
- Employer contributions
- $1,024,035
- Participant contributions
- $1,274,306
- Total income / additions
- $8,308,609
- Benefits paid
- $2,134,008
- Administrative expenses
- $80,462
- Total expenses
- $2,214,470
- Net increase / (decrease)
- $6,094,139
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $33,364 | $0 |
| Three Bell Capital, LLC | ADVISOR | $23,363 | not reported in the loaded dataset |
| Hood And Strong Llp | AUDITOR | $20,800 | not reported in the loaded dataset |
| New Pinnacle Consulting Group LLC | PENSION CONSULTING | $2,935 | not reported in the loaded dataset |