2023 Form 5500 filing — Robert Louis Stevenson School Defined Contribution 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 20241011145504NAL0012636995001) for Robert Louis Stevenson School Defined Contribution Retirement Plan, reported by Robert Louis Stevenson School under EIN 94-1218745 and plan number 001. It reports 408 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$53.6MReported net assets$53,615,797
Participants408
Provider compensation$51.2K1 Schedule C row(s)$51,178
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011145504NAL0012636995001
- Plan sponsor
- Robert Louis Stevenson School
- EIN
- 94-1218745
- Plan number
- 001
- Location
- Pebble Beach, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$53.6M total assets
Net assets$53.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $53,615,797
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,615,797
- Employer contributions
- $1,738,026
- Participant contributions
- $1,174,046
- Total income / additions
- $10,798,652
- Benefits paid
- $3,222,374
- Administrative expenses
- $51,179
- Total expenses
- $3,273,553
- Net increase / (decrease)
- $7,525,099
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $51,178 | $0 |