2023 Form 5500 filing — University School Retirement Savings 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 20241007144754NAL0016269361001) for University School Retirement Savings Plan, reported by University School under EIN 34-0714720 and plan number 002. It reports 489 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007144754NAL0016269361001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University School
- EIN
- 34-0714720
- Plan number
- 002
- Location
- Shaker Heights, OH
- Participants
- 489
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,207,776
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,207,776
- Employer contributions
- $1,536,491
- Participant contributions
- $1,533,133
- Total income / additions
- $12,255,553
- Benefits paid
- $5,150,651
- Administrative expenses
- $28,050
- Total expenses
- $5,178,701
- Net increase / (decrease)
- $7,076,852
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Walden Wealth Partners LLC | NONE | $26,750 | not reported in the loaded dataset |
| Tiaa | NONE | $1,300 | $0 |