Paideia School Retirement Plan — Form 5500 plan (Paideia 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, Paideia School Retirement Plan is a benefit plan reported by Paideia School under EIN 23-7089522 and plan number 001. The latest loaded filing year is 2023. The filing reports 427 participants and $73,906,620 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$73.9MPlan net assets, end of year$73,906,620
Participants427Covered participants reported
Assets / participant$173.1KComputed: assets ÷ participants$173,083 (computed)
Provider compensation$68.4K2 Schedule C provider row(s)$68,364
Plan sponsor
Paideia School
EIN
23-7089522
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    427 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$73.9M total assets
Net assets$73.9MLiabilities$0
Money in vs. money out
Total income / additions$13M
Total expenses$4.5M
Benefits paid / distributions$4.4M
Contributions
Employer$1.2M
Participant$1.7M
Full reported line items

Net assets

Total assets (EOY)
$73,906,620
Total liabilities (EOY)
$0
Net assets (EOY)
$73,906,620
Net assets (BOY)
$65,426,150

Income & contributions

Employer contributions
$1,175,901
Participant contributions
$1,723,211
Total contributions
$3,054,177
Total income / additions
$12,960,356

Expenses & distributions

Benefits paid
$4,411,522
Administrative expenses
$68,364
Total expenses
$4,479,886
Net increase / (decrease)
$8,480,470
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 41%Participant 59%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income34%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $35.8K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $32.6K

Related Form 5500 pages