Renbrook School 403(B) Retirement Plan — Form 5500 plan (Renbrook School, Inc.)

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, Renbrook School 403(B) Retirement Plan is a benefit plan reported by Renbrook School, Inc. under EIN 06-0646702 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $28,538,874 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Renbrook School, Inc.
EIN
06-0646702
Plan number
001
Plan type
2
Location
West Hartford, CT
Latest filing year
2023
Participants
239
End-of-year plan assets
$28,538,874

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023239H, C20241009164052NAL0009410019001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,538,874
Total liabilities (EOY)
$0
Net assets (EOY)
$28,538,874
Net assets (BOY)
$26,340,213

Income & contributions

Employer contributions
$180,606
Participant contributions
$446,958
Total contributions
$627,564
Total income / additions
$4,025,801

Expenses & distributions

Benefits paid
$1,806,815
Administrative expenses
$20,325
Total expenses
$1,827,140
Net increase / (decrease)
$2,198,661

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Clifton Larson Allen LlpNONE$11,655not reported in the loaded dataset2023

Related Form 5500 pages