2023 Form 5500 filing — The Pegasus School Dc 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 20250408134722NAL0018100801001) for The Pegasus School Dc Retirement Plan, reported by The Pegasus School under EIN 33-0162184 and plan number 001. It reports 246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250408134722NAL0018100801001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Pegasus School
- EIN
- 33-0162184
- Plan number
- 001
- Location
- Huntington Beach, CA
- Participants
- 246
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,819,632
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,819,632
- Employer contributions
- $670,253
- Participant contributions
- $1,171,295
- Total income / additions
- $5,123,171
- Benefits paid
- $754,508
- Administrative expenses
- $18,441
- Total expenses
- $772,949
- Net increase / (decrease)
- $4,350,222
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $12,822 | $0 |
| Nfp Retirement Inc. | ADVISOR | $5,994 | not reported in the loaded dataset |