2023 Form 5500 filing — Chinese American International School Retirement Savings 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 20250321181636NAL0004631987001) for Chinese American International School Retirement Savings Plan, reported by Chinese American International School under EIN 94-2786958 and plan number 001. It reports 258 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)$26.5MReported net assets$26,501,179

Participants258

Provider compensation$53.5K3 Schedule C row(s)$53,470

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250321181636NAL0004631987001
Plan sponsor: Chinese American International School
EIN: 94-2786958
Plan number: 001
Location: San Francisco, CA
Received date: not reported in the loaded dataset

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)$26.5M total assets

Net assets$26.5MLiabilities$0

Money in vs. money out

Total income / additions$5M

Total expenses$1.9M

Benefits paid / distributions$1.8M

Contributions

Employer$510.7K

Participant$1M

Full reported line items

Total assets (EOY): $26,501,179
Total liabilities (EOY): $0
Net assets (EOY): $26,501,179
Employer contributions: $510,712
Participant contributions: $1,015,606
Total income / additions: $4,987,656
Benefits paid: $1,845,638
Administrative expenses: $53,470
Total expenses: $1,899,108
Net increase / (decrease): $3,088,548

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
Provider	Service	Direct comp.	Indirect comp.
Tiaa	RECORDKEEPER	$28,790	$0
Concurrent Investment Advisors,LLC	ADVISOR	$12,500	not reported in the loaded dataset
Armanino Llp	AUDITOR	$12,180	not reported in the loaded dataset