2023 Form 5500 filing — The Seven Hills School 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 20250402145319NAL0017508738001) for The Seven Hills School Retirement Plan, reported by The Seven Hills School under EIN 94-1628213 and plan number 003. It reports 187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250402145319NAL0017508738001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Seven Hills School
- EIN
- 94-1628213
- Plan number
- 003
- Location
- Walnut Creek, CA
- Participants
- 187
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,250,537
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,250,537
- Employer contributions
- $581,358
- Participant contributions
- $771,635
- Total income / additions
- $4,642,375
- Benefits paid
- $972,695
- Administrative expenses
- $59,693
- Total expenses
- $1,032,388
- Net increase / (decrease)
- $3,609,987
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Republic Bank | ADVISOR | $27,291 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $16,641 | $0 |
| Pension Assurance Llp | ACCOUNTANT | $13,000 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | TPA | $2,701 | not reported in the loaded dataset |