The Pegasus School Dc Retirement Plan — Form 5500 plan (The Pegasus 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, The Pegasus School Dc Retirement Plan is a benefit plan reported by The Pegasus School under EIN 33-0162184 and plan number 001. The latest loaded filing year is 2023. The filing reports 246 participants and $26,819,632 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Pegasus School
- EIN
- 33-0162184
- Plan number
- 001
- Plan type
- 2
- Location
- Huntington Beach, CA
- Latest filing year
- 2023
- Participants
- 246
- End-of-year plan assets
- $26,819,632
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 246 | H, C | 20250408134722NAL0018100801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,819,632
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,819,632
- Net assets (BOY)
- $22,469,410
Income & contributions
- Employer contributions
- $670,253
- Participant contributions
- $1,171,295
- Total contributions
- $1,841,548
- Total income / additions
- $5,123,171
Expenses & distributions
- Benefits paid
- $754,508
- Administrative expenses
- $18,441
- Total expenses
- $772,949
- Net increase / (decrease)
- $4,350,222
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $12,822 | $0 | 2023 |
| Nfp Retirement Inc. | ADVISOR | $5,994 | not reported in the loaded dataset | 2023 |