2023 Form 5500 filing — Pinewood-Oakwood School 403(B) 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 20250317083914NAL0001275939001) for Pinewood-Oakwood School 403(B) Retirement Plan, reported by Creative Center Of Los Altos under EIN 94-1527492 and plan number 001. It reports 291 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317083914NAL0001275939001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Creative Center Of Los Altos
- EIN
- 94-1527492
- Plan number
- 001
- Location
- Los Altos, CA
- Participants
- 291
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,197,534
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,197,534
- Employer contributions
- $1,077,635
- Participant contributions
- $1,955,433
- Total income / additions
- $7,551,855
- Benefits paid
- $1,214,681
- Administrative expenses
- $53,672
- Total expenses
- $1,268,353
- Net increase / (decrease)
- $6,283,502
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory Services | NONE | $23,353 | not reported in the loaded dataset |
| Armanino Llp | NONE | $15,960 | not reported in the loaded dataset |
| Tiaa - Teachers Insurance And Annui | NONE | $11,218 | $0 |