Collegiate School 403(B) Retirement Plan — Form 5500 plan (Collegiate 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, Collegiate School 403(B) Retirement Plan is a benefit plan reported by Collegiate School under EIN 54-0528203 and plan number 001. The latest loaded filing year is 2023. The filing reports 738 participants and $105,274,743 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Collegiate School
- EIN
- 54-0528203
- Plan number
- 001
- Plan type
- 2
- Location
- Richmond, VA
- Latest filing year
- 2023
- Participants
- 738
- End-of-year plan assets
- $105,274,743
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 738 | H, C | 20250328155052NAL0002528994001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $105,274,743
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $105,274,743
- Net assets (BOY)
- $94,881,552
Income & contributions
- Employer contributions
- $2,056,714
- Participant contributions
- $2,234,032
- Total contributions
- $4,490,523
- Total income / additions
- $17,489,364
Expenses & distributions
- Benefits paid
- $6,959,369
- Administrative expenses
- $135,864
- Total expenses
- $7,096,173
- Net increase / (decrease)
- $10,393,191
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $85,314 | $0 | 2023 |
| Mma Securities LLC | NONE | $38,000 | not reported in the loaded dataset | 2023 |
| Brown, Edwards & Company, Llp | NONE | $12,550 | not reported in the loaded dataset | 2023 |