2023 Form 5500 filing — The Seven Hills School 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 20240904081552NAL0019920145001) for The Seven Hills School Retirement Plan, reported by The Seven Hills School under EIN 31-0536666 and plan number 001. It reports 455 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$59.6MReported net assets$59,582,647
Participants455
Provider compensation$36.5K2 Schedule C row(s)$36,527
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240904081552NAL0019920145001
- Plan sponsor
- The Seven Hills School
- EIN
- 31-0536666
- Plan number
- 001
- Location
- Cincinnati, OH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$59.6M total assets
Net assets$59.6MLiabilities—
Full reported line items
- Total assets (EOY)
- $59,582,647
- Net assets (EOY)
- $59,582,647
- Employer contributions
- $855,818
- Participant contributions
- $1,110,481
- Total income / additions
- $9,756,039
- Benefits paid
- $3,180,410
- Administrative expenses
- $39,977
- Total expenses
- $3,220,387
- Net increase / (decrease)
- $6,535,652
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | CUSTODIAN | $24,327 | $0 |
| Mellott & Mellott, Pll | AUDITOR | $12,200 | not reported in the loaded dataset |