2023 Form 5500 filing — Oakwood School 403(B) 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 20241012164728NAL0040376992001) for Oakwood School 403(B) Retirement Plan, reported by Oakwood School under EIN 95-1698608 and plan number 001. It reports 357 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012164728NAL0040376992001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oakwood School
- EIN
- 95-1698608
- Plan number
- 001
- Location
- North Hollywood, CA
- Participants
- 357
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,016,429
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,016,429
- Employer contributions
- $1,096,331
- Participant contributions
- $1,537,097
- Total income / additions
- $9,565,519
- Benefits paid
- $1,847,420
- Administrative expenses
- $76,161
- Total expenses
- $1,923,581
- Net increase / (decrease)
- $7,641,938
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $67,161 | $0 |
| Capfinancial Partners, LLC | NONE | $9,000 | not reported in the loaded dataset |