2023 Form 5500 filing — The Barstow 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 20240905142447NAL0021141601001) for The Barstow School Defined Contribution Retirement Plan, reported by The Barstow School under EIN 44-0546207 and plan number 001. It reports 598 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)$25.4MReported net assets$25,363,315
Participants598
Provider compensation$71.6K2 Schedule C row(s)$71,606
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240905142447NAL0021141601001
- Plan sponsor
- The Barstow School
- EIN
- 44-0546207
- Plan number
- 001
- Location
- Kansas City, MO
- 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)$25.4M total assets
Net assets$25.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $25,363,315
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,363,315
- Employer contributions
- $649,857
- Participant contributions
- $824,053
- Total income / additions
- $5,176,547
- Benefits paid
- $1,170,219
- Administrative expenses
- $71,606
- Total expenses
- $1,242,065
- Net increase / (decrease)
- $3,934,482
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $42,027 | $0 |
| Prime Capital Investment Advisors | INVESTMENT ADVISOR | $29,579 | not reported in the loaded dataset |