Santa Fe Preparatory School Dc Retirement Plan — Form 5500 plan (Santa Fe Preparatory 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, Santa Fe Preparatory School Dc Retirement Plan is a benefit plan reported by Santa Fe Preparatory School under EIN 85-0165745 and plan number 001. The latest loaded filing year is 2023. The filing reports 224 participants and $16,323,015 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Santa Fe Preparatory School
- EIN
- 85-0165745
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Fe, NM
- Latest filing year
- 2023
- Participants
- 224
- End-of-year plan assets
- $16,323,015
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 224 | H, C | 20241012110822NAL0023399073001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,323,015
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,323,015
- Net assets (BOY)
- $14,540,165
Income & contributions
- Employer contributions
- $341,697
- Participant contributions
- $572,725
- Total contributions
- $1,016,457
- Total income / additions
- $3,088,902
Expenses & distributions
- Benefits paid
- $1,263,060
- Administrative expenses
- $42,992
- Total expenses
- $1,306,052
- Net increase / (decrease)
- $1,782,850
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors | INVESTMENT ADVISOR | $26,717 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $14,806 | $0 | 2023 |
| Map Retirement Usa LLC | CONTRACT ADMIN | $1,450 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Santa Fe Preparatory School
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Santa Fe, NM
- Cliftonlarsonallen Wealth Advisors — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Map Retirement Usa LLC — Schedule C compensation