St. George'S School Defined Contribution Retirement Plan — Form 5500 plan (St. George'S School)
Plain-English plan 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, St. George'S School Defined Contribution Retirement Plan is a benefit plan reported by St. George'S School under EIN 05-0259009 and plan number 001. The latest loaded filing year is 2023. The filing reports 422 participants and $58,779,445 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. George'S School
- EIN
- 05-0259009
- Plan number
- 001
- Plan type
- 2
- Location
- Middletown, RI
- Latest filing year
- 2023
- Participants
- 422
- End-of-year plan assets
- $58,779,445
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 422 | H, C | 20250130083619NAL0000892912001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,779,445
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,779,445
- Net assets (BOY)
- $53,503,698
Income & contributions
- Employer contributions
- $1,003,947
- Participant contributions
- $963,387
- Total contributions
- $1,967,334
- Total income / additions
- $9,169,100
Expenses & distributions
- Benefits paid
- $3,868,253
- Administrative expenses
- $20,467
- Total expenses
- $3,893,353
- Net increase / (decrease)
- $5,275,747
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Clifton Larson Allen Llp | N/A | $16,669 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group | N/A | $3,799 | $0 | 2023 |