2023 Form 5500 filing — St. Thomas School Dc 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 20241220144141NAL0005712225005) for St. Thomas School Dc Retirement Plan, reported by St. Thomas School under EIN 91-0840110 and plan number 002. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241220144141NAL0005712225005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Thomas School
- EIN
- 91-0840110
- Plan number
- 002
- Location
- Medina, WA
- Participants
- 184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,340,699
- Net assets (EOY)
- $17,340,699
- Employer contributions
- $703,450
- Participant contributions
- $532,035
- Total income / additions
- $3,396,233
- Benefits paid
- $678,977
- Administrative expenses
- $73,904
- Total expenses
- $752,881
- Net increase / (decrease)
- $2,643,352
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $36,288 | $0 |
| Pinnacle Pension Consultants | NONE | $20,000 | not reported in the loaded dataset |
| Aafcpas | NONE | $17,616 | not reported in the loaded dataset |