2023 Form 5500 filing — Charles Armstrong School Defined Contribution 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 20250614144439NAL0018317793001) for Charles Armstrong School Defined Contribution Retirement Plan, reported by Charles Armstrong School under EIN 94-1666217 and plan number 001. It reports 249 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250614144439NAL0018317793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Charles Armstrong School
- EIN
- 94-1666217
- Plan number
- 001
- Location
- Belmont, CA
- Participants
- 249
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,706,499
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,706,499
- Employer contributions
- $473,288
- Participant contributions
- $611,509
- Total income / additions
- $4,455,696
- Benefits paid
- $1,343,740
- Administrative expenses
- $128
- Total expenses
- $1,343,868
- Net increase / (decrease)
- $3,111,828
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $578 | $0 |