2023 Form 5500 filing — Katherine Delmar Burke School Dc And Tda 403(B) Plans
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 20241001142509NAL0007281089001) for Katherine Delmar Burke School Dc And Tda 403(B) Plans, reported by Katherine Delmar Burke School under EIN 94-1156256 and plan number 001. It reports 242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001142509NAL0007281089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Katherine Delmar Burke School
- EIN
- 94-1156256
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 242
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,449,023
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,449,023
- Employer contributions
- $435,791
- Participant contributions
- $763,750
- Total income / additions
- $4,909,808
- Benefits paid
- $755,911
- Administrative expenses
- $25,571
- Total expenses
- $781,482
- Net increase / (decrease)
- $4,128,326
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $10,576 | $0 |
| Cliftonlarsonallen Llp | AUDITOR | $9,135 | not reported in the loaded dataset |
| Well And Good LLC | ADVISOR | $3,000 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | CONSULTANT PENSION | $2,860 | not reported in the loaded dataset |