St. Thomas School Dc Retirement Plan — Form 5500 plan (St. Thomas 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, St. Thomas School Dc Retirement Plan is a benefit plan reported by St. Thomas School under EIN 91-0840110 and plan number 002. The latest loaded filing year is 2023. The filing reports 184 participants and $17,340,699 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. Thomas School
- EIN
- 91-0840110
- Plan number
- 002
- Plan type
- 2
- Location
- Medina, WA
- Latest filing year
- 2023
- Participants
- 184
- End-of-year plan assets
- $17,340,699
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 184 | H, C | 20241220144141NAL0005712225005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,340,699
- Net assets (EOY)
- $17,340,699
- Net assets (BOY)
- $14,697,347
Income & contributions
- Employer contributions
- $703,450
- Participant contributions
- $532,035
- Total contributions
- $1,269,820
- Total income / additions
- $3,396,233
Expenses & distributions
- Benefits paid
- $678,977
- Administrative expenses
- $73,904
- Total expenses
- $752,881
- Net increase / (decrease)
- $2,643,352
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $36,288 | $0 | 2023 |
| Pinnacle Pension Consultants | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Aafcpas | NONE | $17,616 | not reported in the loaded dataset | 2023 |