2023 Form 5500 filing — Castilleja School Foundation Dc 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 20241015115253NAL0047681536001) for Castilleja School Foundation Dc Plan, reported by Castilleja School Foundation under EIN 94-0373222 and plan number 001. It reports 323 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015115253NAL0047681536001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Castilleja School Foundation
- EIN
- 94-0373222
- Plan number
- 001
- Location
- Palo Alto, CA
- Participants
- 323
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,225,630
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,225,630
- Employer contributions
- $1,185,260
- Participant contributions
- $1,709,517
- Total income / additions
- $12,450,709
- Benefits paid
- $4,052,304
- Administrative expenses
- $43,429
- Total expenses
- $4,095,733
- Net increase / (decrease)
- $8,354,976
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $22,120 | $0 |
| Eide Bailly Llp | AUDITOR | $11,300 | not reported in the loaded dataset |
| Well And Good LLC | ADVISOR | $7,200 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | CONSULTING | $3,109 | not reported in the loaded dataset |