2023 Form 5500 filing — John Burroughs 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 20250124123304NAL0008311889001) for John Burroughs School Defined Contribution Retirement Plan, reported by John Burroughs School under EIN 43-0652619 and plan number 002. It reports 333 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$72MReported net assets$71,971,955
Participants333
Provider compensation$34.1K3 Schedule C row(s)$34,083
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250124123304NAL0008311889001
Plan sponsor
John Burroughs School
EIN
43-0652619
Plan number
002
Location
St. Louis, MO
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$72M total assets
Net assets$72MLiabilities$0
Money in vs. money out
Total income / additions$13.2M
Total expenses$3.5M
Benefits paid / distributions$3.5M
Full reported line items
Total assets (EOY)
$71,971,955
Total liabilities (EOY)
$0
Net assets (EOY)
$71,971,955
Total income / additions
$13,165,013
Benefits paid
$3,515,018
Administrative expenses
$34,086
Total expenses
$3,549,104
Net increase / (decrease)
$9,615,909
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $17.5K
  2. 2
    AUDITOR · Direct $15.4K
  3. 3
    TRUSTEE · Direct $1.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250124123304NAL0008311889001 cover?
It is the 2023 Form 5500 filing for John Burroughs School Defined Contribution Retirement Plan, reported by John Burroughs School (EIN 43-0652619).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages