The Geneva School Of Boerne 401(K) Retirement Plan — Form 5500 plan (The Geneva School Of Boerne)
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, The Geneva School Of Boerne 401(K) Retirement Plan is a benefit plan reported by The Geneva School Of Boerne under EIN 74-2903692 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $3,897,022 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Geneva School Of Boerne
- EIN
- 74-2903692
- Plan number
- 001
- Plan type
- 2
- Location
- Boerne, TX
- Latest filing year
- 2023
- Participants
- 170
- End-of-year plan assets
- $3,897,022
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 170 | H, C | 20250410135141NAL0024325649001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,897,022
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,897,022
- Net assets (BOY)
- $3,258,946
Income & contributions
- Employer contributions
- $112,499
- Participant contributions
- $261,569
- Total contributions
- $374,068
- Total income / additions
- $867,208
Expenses & distributions
- Benefits paid
- $206,278
- Administrative expenses
- $22,854
- Total expenses
- $229,132
- Net increase / (decrease)
- $638,076
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilshire Associates Inc. (Usa) | RIA | $707 | not reported in the loaded dataset | 2023 |
| John Hancock Usa | RECORDKEEPER | $652 | $0 | 2023 |