The Primary School 401(K) Plan — Form 5500 plan (The Primary 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 Primary School 401(K) Plan is a benefit plan reported by The Primary School under EIN 37-1975407 and plan number 002. The latest loaded filing year is 2023. The filing reports 224 participants and $4,115,516 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Primary School
- EIN
- 37-1975407
- Plan number
- 002
- Plan type
- 2
- Location
- East Palo Alto, CA
- Latest filing year
- 2023
- Participants
- 224
- End-of-year plan assets
- $4,115,516
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 224 | H | 20250414151759NAL0001893345001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,115,516
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,115,516
- Net assets (BOY)
- $2,907,007
Income & contributions
- Employer contributions
- $244,104
- Participant contributions
- $616,209
- Total contributions
- $977,291
- Total income / additions
- $1,602,092
Expenses & distributions
- Benefits paid
- $392,511
- Administrative expenses
- $1,072
- Total expenses
- $393,583
- Net increase / (decrease)
- $1,208,509
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.