2023 Form 5500 filing — Crossroads School For Arts And Sciences 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 20241014104334NAL0025952273001) for Crossroads School For Arts And Sciences Defined Contribution Retirement Plan, reported by Crossroads School For Arts And Sciences under EIN 23-7120625 and plan number 001. It reports 719 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014104334NAL0025952273001
Filing year
2023
Form type
2
Plan sponsor
Crossroads School For Arts And Sciences
EIN
23-7120625
Plan number
001
Location
Santa Monica, CA
Participants
719
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$74,128,784
Total liabilities (EOY)
$0
Net assets (EOY)
$74,128,784
Employer contributions
$2,471,739
Participant contributions
$2,089,398
Total income / additions
$15,270,069
Benefits paid
$8,722,849
Administrative expenses
$32,624
Total expenses
$8,755,473
Net increase / (decrease)
$6,514,596
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Global Retirement Partners LLCADVISOR$35,000not reported in the loaded dataset
Empower Annuity Insurance CompanyRECORDKEEPER$31,917$0
TiaaRECORDKEEPER$167$0

Related Form 5500 pages