2023 Form 5500 filing — The Park School Annuity 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 20240918114856NAL0002548899001) for The Park School Annuity Plan, reported by The Park School Of Baltimore, Inc. under EIN 52-0591625 and plan number 001. It reports 297 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918114856NAL0002548899001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Park School Of Baltimore, Inc.
- EIN
- 52-0591625
- Plan number
- 001
- Location
- Baltimore, MD
- Participants
- 297
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,150,598
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,150,598
- Employer contributions
- $1,244,888
- Participant contributions
- $841,139
- Total income / additions
- $10,490,841
- Benefits paid
- $3,612,919
- Administrative expenses
- $80,356
- Total expenses
- $3,693,275
- Net increase / (decrease)
- $6,797,566
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $57,862 | $0 |
| Onedigital Investment Advisors | INVESTMENT ADVISORY | $22,494 | not reported in the loaded dataset |
| National Benefit Services | INVESTMENT MANAGEMENT | $0 | $3,692 |