Maryvale Preparatory School Retirement Plan — Form 5500 plan (Maryvale Preparatory 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, Maryvale Preparatory School Retirement Plan is a benefit plan reported by Maryvale Preparatory School Inc. under EIN 52-1160935 and plan number 001. The latest loaded filing year is 2023. The filing reports 143 participants and $8,955,240 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Maryvale Preparatory School Inc.
- EIN
- 52-1160935
- Plan number
- 001
- Plan type
- 2
- Location
- Lutherville, MD
- Latest filing year
- 2023
- Participants
- 143
- End-of-year plan assets
- $8,955,240
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 143 | H, C | 20250409073813NAL0012099939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,955,240
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,955,240
- Net assets (BOY)
- $8,675,978
Income & contributions
- Employer contributions
- $330,873
- Participant contributions
- $601,409
- Total contributions
- $1,237,732
- Total income / additions
- $2,314,675
Expenses & distributions
- Benefits paid
- $2,027,132
- Administrative expenses
- $8,281
- Total expenses
- $2,035,413
- Net increase / (decrease)
- $279,262
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $465 | $20,224 | 2023 |
| Global Retirement Partners | NONE | $5,891 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $2,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Maryvale Preparatory School Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Lutherville, MD
- American United Life Insurance Co — Schedule C compensation
- Global Retirement Partners — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation