Stanley British Primary School 403(B) Plan — Form 5500 plan (Stanley British Primary 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, Stanley British Primary School 403(B) Plan is a benefit plan reported by Stanley British Primary School under EIN 74-2325997 and plan number 002. The latest loaded filing year is 2023. The filing reports 183 participants and $13,874,777 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stanley British Primary School
- EIN
- 74-2325997
- Plan number
- 002
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $13,874,777
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20250306111301NAL0010257489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,874,777
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,874,777
- Net assets (BOY)
- $11,912,751
Income & contributions
- Employer contributions
- $302,908
- Participant contributions
- $368,966
- Total contributions
- $671,874
- Total income / additions
- $2,452,052
Expenses & distributions
- Benefits paid
- $483,358
- Administrative expenses
- $6,668
- Total expenses
- $490,026
- Net increase / (decrease)
- $1,962,026
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $168 | $24,041 | 2023 |
| Well And Good LLC | NONE | $6,500 | not reported in the loaded dataset | 2023 |