2023 Form 5500 filing — Saint David'S 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 20241002122106NAL0004782067001) for Saint David'S School Retirement Plan, reported by Saint David'S School under EIN 13-1655283 and plan number 001. It reports 359 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002122106NAL0004782067001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Saint David'S School
- EIN
- 13-1655283
- Plan number
- 001
- Location
- New York, NY
- Participants
- 359
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,572,057
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,572,057
- Employer contributions
- $1,107,516
- Participant contributions
- $1,184,335
- Total income / additions
- $12,052,065
- Benefits paid
- $1,569,109
- Administrative expenses
- $20,696
- Total expenses
- $1,589,805
- Net increase / (decrease)
- $10,462,260
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $13,116 | $0 |
| New Pinnacle Consulting Group, LLC | CONSULTING PENSION | $4,280 | not reported in the loaded dataset |
| Well And Good LLC | PLAN ADVISOR | $3,600 | not reported in the loaded dataset |