2023 Form 5500 filing — Santa Fe Preparatory School Dc 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 20241012110822NAL0023399073001) for Santa Fe Preparatory School Dc Retirement Plan, reported by Santa Fe Preparatory School under EIN 85-0165745 and plan number 001. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012110822NAL0023399073001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Santa Fe Preparatory School
- EIN
- 85-0165745
- Plan number
- 001
- Location
- Santa Fe, NM
- Participants
- 224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,323,015
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,323,015
- Employer contributions
- $341,697
- Participant contributions
- $572,725
- Total income / additions
- $3,088,902
- Benefits paid
- $1,263,060
- Administrative expenses
- $42,992
- Total expenses
- $1,306,052
- Net increase / (decrease)
- $1,782,850
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors | INVESTMENT ADVISOR | $26,717 | not reported in the loaded dataset |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $14,806 | $0 |
| Map Retirement Usa LLC | CONTRACT ADMIN | $1,450 | not reported in the loaded dataset |