2023 Form 5500 filing — Retirement Plan For The Personnel Of The Key School
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 20250403130246NAL0020488530001) for Retirement Plan For The Personnel Of The Key School, reported by Key School, Inc. under EIN 52-0701774 and plan number 001. It reports 323 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250403130246NAL0020488530001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Key School, Inc.
- EIN
- 52-0701774
- Plan number
- 001
- Location
- Annapolis, MD
- Participants
- 323
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,222,227
- Net assets (EOY)
- $37,222,227
- Employer contributions
- $414,700
- Participant contributions
- $873,895
- Total income / additions
- $5,709,928
- Benefits paid
- $2,886,360
- Administrative expenses
- $10,872
- Total expenses
- $2,897,232
- Net increase / (decrease)
- $2,812,696
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa Teachers Insurance & Annuity A | not reported in the loaded dataset | $10,098 | not reported in the loaded dataset |
| Alta Cpa Group | not reported in the loaded dataset | $9,500 | not reported in the loaded dataset |
| Lincoln Financialcorporation | not reported in the loaded dataset | $775 | not reported in the loaded dataset |