2023 Form 5500 filing — Marin Horizon School 403(B) Dc 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 20250415143212NAL0001475155001) for Marin Horizon School 403(B) Dc Plan, reported by Marin Horizon School under EIN 94-2427732 and plan number 001. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415143212NAL0001475155001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marin Horizon School
- EIN
- 94-2427732
- Plan number
- 001
- Location
- Mill Valley, CA
- Participants
- 202
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,847,334
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,847,334
- Employer contributions
- $271,960
- Participant contributions
- $405,770
- Total income / additions
- $2,217,504
- Benefits paid
- $618,356
- Administrative expenses
- $1,220
- Total expenses
- $619,576
- Net increase / (decrease)
- $1,597,928
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $125 | $0 |