Plan5500

Alcuin School Defined Contribution Retirement Plan — Form 5500 plan (Alcuin 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, Alcuin School Defined Contribution Retirement Plan is a benefit plan reported by Alcuin School under EIN 75-1175632 and plan number 001. The latest loaded filing year is 2023. The filing reports 204 participants and $16,086,343 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$16.1MPlan net assets, end of year$16,086,343
Participants204Covered participants reported
Assets / participant$78.9KComputed: assets ÷ participants$78,855 (computed)
Provider compensation$30.7K1 Schedule C provider row(s)$30,715
Plan sponsor
Alcuin School
EIN
75-1175632
Plan number
001
Plan type
2
Location
Dallas, TX
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
    204 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)$16.1M total assets
Net assets$16.1MLiabilities$0
Money in vs. money out
Total income / additions$3M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$382.1K
Participant$699.2K
Full reported line items

Net assets

Total assets (EOY)
$16,086,343
Total liabilities (EOY)
$0
Net assets (EOY)
$16,086,343
Net assets (BOY)
$14,362,883

Income & contributions

Employer contributions
$382,132
Participant contributions
$699,194
Total contributions
$1,217,361
Total income / additions
$3,021,523

Expenses & distributions

Benefits paid
$1,267,498
Administrative expenses
$30,565
Total expenses
$1,298,063
Net increase / (decrease)
$1,723,460
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 35%Participant 65%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income42%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$30.7K
    RECORDKEEPER · Direct $30.7K · Indirect $0

Related Form 5500 pages