Landon School Retirement Plan — Form 5500 plan (Landon School Corporation)
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, Landon School Retirement Plan is a benefit plan reported by Landon School Corporation under EIN 52-0635092 and plan number 001. The latest loaded filing year is 2023. The filing reports 339 participants and $43,110,901 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Landon School Corporation
- EIN
- 52-0635092
- Plan number
- 001
- Plan type
- 2
- Location
- Bethesda, MD
- Latest filing year
- 2023
- Participants
- 339
- End-of-year plan assets
- $43,110,901
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 339 | H, C | 20241014113747NAL0045817648001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,110,901
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,110,901
- Net assets (BOY)
- $37,052,178
Income & contributions
- Employer contributions
- $820,133
- Participant contributions
- $1,397,793
- Total contributions
- $2,235,628
- Total income / additions
- $8,619,797
Expenses & distributions
- Benefits paid
- $2,472,871
- Administrative expenses
- $88,203
- Total expenses
- $2,561,074
- Net increase / (decrease)
- $6,058,723
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $105,683 | $0 | 2023 |
| Prime Benefits, Inc. | CONTRACT ADMIN | $2,175 | $22,689 | 2023 |
| Resources Investment Advisors | INVESTMENT ADVISORY | $0 | $20,000 | 2023 |