2023 Form 5500 filing — Waterford School 403(B) 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 20250130150859NAL0000942433001) for Waterford School 403(B) Plan, reported by Waterford School Holding Corp under EIN 27-4865865 and plan number 001. It reports 346 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250130150859NAL0000942433001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Waterford School Holding Corp
- EIN
- 27-4865865
- Plan number
- 001
- Location
- Sandy, UT
- Participants
- 346
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,325,472
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,325,472
- Employer contributions
- $668,899
- Participant contributions
- $1,139,551
- Total income / additions
- $7,024,954
- Benefits paid
- $3,047,689
- Administrative expenses
- $82,261
- Total expenses
- $3,129,950
- Net increase / (decrease)
- $3,895,004
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $42,130 | $0 |
| Global Retirement Partners | NONE | $40,131 | not reported in the loaded dataset |