Plan5500

Retirement Plan For The Personnel Of The Key School — Form 5500 plan (Key School, Inc.)

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, Retirement Plan For The Personnel Of The Key School is a benefit plan reported by Key School, Inc. under EIN 52-0701774 and plan number 001. The latest loaded filing year is 2023. The filing reports 323 participants and $37,222,227 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Key School, Inc.
EIN
52-0701774
Plan number
001
Plan type
2
Location
Annapolis, MD
Latest filing year
2023
Participants
323
End-of-year plan assets
$37,222,227

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023323H, C20250403130246NAL0020488530001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,222,227
Net assets (EOY)
$37,222,227
Net assets (BOY)
$34,409,531

Income & contributions

Employer contributions
$414,700
Participant contributions
$873,895
Total contributions
$1,310,617
Total income / additions
$5,709,928

Expenses & distributions

Benefits paid
$2,886,360
Administrative expenses
$10,872
Total expenses
$2,897,232
Net increase / (decrease)
$2,812,696

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa Teachers Insurance & Annuity Anot reported in the loaded dataset$10,098not reported in the loaded dataset2023
Alta Cpa Groupnot reported in the loaded dataset$9,500not reported in the loaded dataset2023
Lincoln Financialcorporationnot reported in the loaded dataset$775not reported in the loaded dataset2023

Related Form 5500 pages