2023 Form 5500 filing — Clarke Schools 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 20250912151630NAL0000887539001) for Clarke Schools Retirement Plan, reported by Clarke School For The Deaf under EIN 04-2104008 and plan number 002. It reports 453 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250912151630NAL0000887539001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clarke School For The Deaf
- EIN
- 04-2104008
- Plan number
- 002
- Location
- Northampton, MA
- Participants
- 453
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,074,289
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,074,289
- Employer contributions
- $246,653
- Participant contributions
- $454,927
- Total income / additions
- $4,329,659
- Benefits paid
- $1,951,193
- Administrative expenses
- $7,172
- Total expenses
- $1,958,365
- Net increase / (decrease)
- $2,371,294
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | N/A | $7,172 | $0 |
| Charles Schwab Trust Bank | N/A | $0 | $0 |