2023 Form 5500 filing — Laurel 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 20250327071348NAL0026128576001) for Laurel School Defined Contribution Retirement Plan, reported by Laurel School under EIN 34-0714451 and plan number 002. It reports 347 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250327071348NAL0026128576001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Laurel School
- EIN
- 34-0714451
- Plan number
- 002
- Location
- Shaker Heights, OH
- Participants
- 347
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,461,484
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,461,484
- Employer contributions
- $431,621
- Participant contributions
- $883,340
- Total income / additions
- $5,444,102
- Benefits paid
- $2,149,181
- Administrative expenses
- $32,846
- Total expenses
- $2,182,027
- Net increase / (decrease)
- $3,262,075
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Walden Wealth Partners LLC | INVESTMENT ADVISOR | $18,200 | not reported in the loaded dataset |
| Sikich Llp | ACCOUNTING | $11,390 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | CONSULTANT | $3,181 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $225 | $0 |