Lawrence School 403(B) Defined Contribution And Tax Deferred Annuity Retirement Plan — Form 5500 plan (Lawrence 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, Lawrence School 403(B) Defined Contribution And Tax Deferred Annuity Retirement Plan is a benefit plan reported by Lawrence School under EIN 34-1137455 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $7,454,702 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lawrence School
- EIN
- 34-1137455
- Plan number
- 001
- Plan type
- 2
- Location
- Broadview Heights, OH
- Latest filing year
- 2023
- Participants
- 153
- End-of-year plan assets
- $7,454,702
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 153 | H, C | 20240601175018NAL0016564769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,454,702
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,454,702
- Net assets (BOY)
- $6,748,043
Income & contributions
- Employer contributions
- $214,681
- Participant contributions
- $445,104
- Total contributions
- $659,785
- Total income / additions
- $1,767,049
Expenses & distributions
- Benefits paid
- $1,057,402
- Administrative expenses
- $2,988
- Total expenses
- $1,060,390
- Net increase / (decrease)
- $706,659
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Teachers Insurance And Annuity Asso | NONE | $2,991 | $0 | 2023 |