The Alexander Dawson School 401(K) Plan — Form 5500 plan (Alexander Dawson Foundation)
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, The Alexander Dawson School 401(K) Plan is a benefit plan reported by Alexander Dawson Foundation under EIN 22-6044616 and plan number 003. The latest loaded filing year is 2023. The filing reports 452 participants and $34,739,827 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alexander Dawson Foundation
- EIN
- 22-6044616
- Plan number
- 003
- Plan type
- 2
- Location
- Las Vegas, NV
- Latest filing year
- 2023
- Participants
- 452
- End-of-year plan assets
- $34,739,827
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 452 | H, C | 20241010132944NAL0040168034003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,739,827
- Total liabilities (EOY)
- $2,586
- Net assets (EOY)
- $34,737,241
- Net assets (BOY)
- $28,983,766
Income & contributions
- Employer contributions
- $765,973
- Participant contributions
- $1,266,312
- Total contributions
- $2,157,843
- Total income / additions
- $7,212,715
Expenses & distributions
- Benefits paid
- $1,418,254
- Administrative expenses
- $40,986
- Total expenses
- $1,459,240
- Net increase / (decrease)
- $5,753,475
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Beacon Pointe Advisors | not reported in the loaded dataset | $35,086 | $0 | 2023 |
| Tiaa | not reported in the loaded dataset | $34,083 | $0 | 2023 |