2023 Form 5500 filing — University School Of Nashville 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 20241014164734NAL0027899793001) for University School Of Nashville Retirement Plan, reported by University School Of Nashville under EIN 23-7424429 and plan number 001. It reports 430 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014164734NAL0027899793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University School Of Nashville
- EIN
- 23-7424429
- Plan number
- 001
- Location
- Nashville, TN
- Participants
- 430
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,500,822
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,500,822
- Employer contributions
- $880,541
- Participant contributions
- $1,356,915
- Total income / additions
- $7,588,976
- Benefits paid
- $2,850,055
- Administrative expenses
- $83,120
- Total expenses
- $2,933,175
- Net increase / (decrease)
- $4,655,801
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $42,802 | $0 |
| Resources Investment Advisors, Inc. | NONE | $18,762 | not reported in the loaded dataset |
| Access Retirement Services, LLC | NONE | $12,588 | not reported in the loaded dataset |
| Onedigital Retirement And Wealth | NONE | $6,414 | not reported in the loaded dataset |