2023 Form 5500 filing — The Lick-Wilmerding High 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 20241009162419NAL0031845296001) for The Lick-Wilmerding High School Retirement Plan, reported by Lick-Wilmerding High School under EIN 94-1186156 and plan number 001. It reports 313 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009162419NAL0031845296001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lick-Wilmerding High School
- EIN
- 94-1186156
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 313
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,871,721
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,871,721
- Employer contributions
- $899,099
- Participant contributions
- $1,363,003
- Total income / additions
- $8,064,709
- Benefits paid
- $4,372,804
- Administrative expenses
- $71,567
- Total expenses
- $4,444,371
- Net increase / (decrease)
- $3,620,338
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $34,487 | $0 |
| Armanino Llp | AUDITOR | $20,572 | not reported in the loaded dataset |
| Morgan Stanley Domestic Hldngs | ADVISOR | $16,100 | not reported in the loaded dataset |
| Axa Equitable Life Insurance Compan | RECORDKEEPER | $60 | $0 |