2023 Form 5500 filing — The Primary School 401(K) 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 20250414151759NAL0001893345001) for The Primary School 401(K) Plan, reported by The Primary School under EIN 37-1975407 and plan number 002. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20250414151759NAL0001893345001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Primary School
- EIN
- 37-1975407
- Plan number
- 002
- Location
- East Palo Alto, CA
- Participants
- 224
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,115,516
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,115,516
- Employer contributions
- $244,104
- Participant contributions
- $616,209
- Total income / additions
- $1,602,092
- Benefits paid
- $392,511
- Administrative expenses
- $1,072
- Total expenses
- $393,583
- Net increase / (decrease)
- $1,208,509
- Schedule source
- Schedule H