2023 Form 5500 filing — Mclean School Of Maryland 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 20250310122502NAL0009734323001) for Mclean School Of Maryland Retirement Plan, reported by Mclean School Of Maryland under EIN 52-1117092 and plan number 001. It reports 335 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250310122502NAL0009734323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mclean School Of Maryland
- EIN
- 52-1117092
- Plan number
- 001
- Location
- Potomac, MD
- Participants
- 335
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,856,316
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,856,316
- Employer contributions
- $331,074
- Participant contributions
- $705,619
- Total income / additions
- $4,884,471
- Benefits paid
- $1,816,375
- Administrative expenses
- $78,346
- Total expenses
- $1,894,721
- Net increase / (decrease)
- $2,989,750
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raffa Retirement Dba Grp, LLC | ADVISOR | $31,364 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $30,532 | $0 |
| Global Retirement Partners, LLC | ADVISOR | $14,000 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | CONSULTING | $2,450 | not reported in the loaded dataset |