San Francisco University High School Defined Contribution Retirement Plan — Form 5500 plan (San Francisco University High 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, San Francisco University High School Defined Contribution Retirement Plan is a benefit plan reported by San Francisco University High School under EIN 23-7313754 and plan number 001. The latest loaded filing year is 2023. The filing reports 336 participants and $50,597,089 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- San Francisco University High School
- EIN
- 23-7313754
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 336
- End-of-year plan assets
- $50,597,089
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 336 | H, C | 20240920111108NAL0004383843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,597,089
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,597,089
- Net assets (BOY)
- $43,664,266
Income & contributions
- Employer contributions
- $948,692
- Participant contributions
- $1,087,666
- Total contributions
- $3,623,597
- Total income / additions
- $10,136,850
Expenses & distributions
- Benefits paid
- $3,142,675
- Administrative expenses
- $61,352
- Total expenses
- $3,204,027
- Net increase / (decrease)
- $6,932,823
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $34,007 | $0 | 2023 |
| Hood & Strong Llp | AUDITOR | $14,000 | not reported in the loaded dataset | 2023 |
| Multnomah Group, Inc. | ADVISOR | $13,644 | not reported in the loaded dataset | 2023 |