Plan5500

Oak Hall Private School 403(B) Dc And Tda Plan — Form 5500 plan (Oak Hall Private 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, Oak Hall Private School 403(B) Dc And Tda Plan is a benefit plan reported by Oak Hall Private School under EIN 59-1289155 and plan number 001. The latest loaded filing year is 2023. The filing reports 340 participants and $21,946,669 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$21.9MPlan net assets, end of year$21,946,669
Participants340Covered participants reported
Assets / participant$64.5KComputed: assets ÷ participants$64,549 (computed)
Provider compensation$24.7K1 Schedule C provider row(s)$24,677
Plan sponsor
Oak Hall Private School
EIN
59-1289155
Plan number
001
Plan type
2
Location
Gainesville, FL
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    340 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$21.9M total assets
Net assets$21.9MLiabilities$0
Money in vs. money out
Total income / additions$4.2M
Total expenses$1M
Benefits paid / distributions$1M
Contributions
Employer$389.9K
Participant$615.1K
Full reported line items

Net assets

Total assets (EOY)
$21,946,669
Total liabilities (EOY)
$0
Net assets (EOY)
$21,946,669
Net assets (BOY)
$18,831,715

Income & contributions

Employer contributions
$389,887
Participant contributions
$615,068
Total contributions
$1,014,058
Total income / additions
$4,150,438

Expenses & distributions

Benefits paid
$1,010,807
Administrative expenses
$24,677
Total expenses
$1,035,484
Net increase / (decrease)
$3,114,954
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 39%Participant 61%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Tiaa-Teachers Ins & Annuity Assoc$24.7K
    RECORDKEEPER · Direct $24.7K · Indirect $0

Related Form 5500 pages