2023 Form 5500 filing — Flintridge Preparatory 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 20241014133455NAL0015012099001) for Flintridge Preparatory School Defined Contribution Retirement Plan, reported by Flintridge Preparatory School under EIN 95-1643324 and plan number 001. It reports 229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014133455NAL0015012099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Flintridge Preparatory School
- EIN
- 95-1643324
- Plan number
- 001
- Location
- Lacanada, CA
- Participants
- 229
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,772,272
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,772,272
- Employer contributions
- $740,502
- Participant contributions
- $959,809
- Total income / additions
- $6,580,506
- Benefits paid
- $2,850,755
- Administrative expenses
- $40,356
- Total expenses
- $2,893,512
- Net increase / (decrease)
- $3,686,994
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $16,488 | $0 |
| Cliftonlarsonallen Llp | AUDITOR | $13,840 | not reported in the loaded dataset |
| Well And Good LLC | ADVISOR | $6,850 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | CONSULTING | $3,478 | not reported in the loaded dataset |