Overlake School 403(B) — Form 5500 plan (The Overlake 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, Overlake School 403(B) is a benefit plan reported by The Overlake School under EIN 91-0814431 and plan number 001. The latest loaded filing year is 2023. The filing reports 364 participants and $42,494,444 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Overlake School
- EIN
- 91-0814431
- Plan number
- 001
- Plan type
- 2
- Location
- Redmond, WA
- Latest filing year
- 2023
- Participants
- 364
- End-of-year plan assets
- $42,494,444
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 364 | H, C | 20250414130037NAL0001757745003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,494,444
- Net assets (EOY)
- $42,494,444
- Net assets (BOY)
- $37,460,375
Income & contributions
- Employer contributions
- $871,409
- Participant contributions
- $1,231,032
- Total contributions
- $2,198,967
- Total income / additions
- $7,655,278
Expenses & distributions
- Benefits paid
- $2,590,878
- Administrative expenses
- $30,331
- Total expenses
- $2,621,209
- Net increase / (decrease)
- $5,034,069
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | N/A | $30,331 | $0 | 2023 |