2023 Form 5500 filing — Southwestern Law School Dc 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 20240919122308NAL0002334243001) for Southwestern Law School Dc Retirement Plan, reported by Southwestern Law School under EIN 95-1246140 and plan number 001. It reports 348 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919122308NAL0002334243001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southwestern Law School
- EIN
- 95-1246140
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 348
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $97,927,420
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $97,927,420
- Employer contributions
- $1,908,757
- Participant contributions
- $1,722,596
- Total income / additions
- $16,634,569
- Benefits paid
- $3,704,489
- Administrative expenses
- $83,839
- Total expenses
- $3,788,328
- Net increase / (decrease)
- $12,846,241
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $40,775 | $0 |
| Angeles Investment Advisors, LLC | NONE | $27,671 | not reported in the loaded dataset |
| Holthouse Carlvin & Van Trigt Llp | NONE | $15,393 | not reported in the loaded dataset |