Santa Catalina School Dc Plan Retirement Plan — Form 5500 plan (Santa Catalina 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 Catalina School Dc Plan Retirement Plan is a benefit plan reported by Santa Catalina School under EIN 94-1156652 and plan number 001. The latest loaded filing year is 2023. The filing reports 311 participants and $41,728,879 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Santa Catalina School
- EIN
- 94-1156652
- Plan number
- 001
- Plan type
- 2
- Location
- Monterey, CA
- Latest filing year
- 2023
- Participants
- 311
- End-of-year plan assets
- $41,728,879
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 311 | H, C | 20250301164055NAL0003100209001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,728,879
- Total liabilities (EOY)
- $47,636
- Net assets (EOY)
- $41,681,243
- Net assets (BOY)
- $36,704,529
Income & contributions
- Employer contributions
- $680,466
- Participant contributions
- $996,440
- Total contributions
- $1,717,476
- Total income / additions
- $7,606,805
Expenses & distributions
- Benefits paid
- $2,629,059
- Administrative expenses
- $1,032
- Total expenses
- $2,630,091
- Net increase / (decrease)
- $4,976,714
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | not reported in the loaded dataset | $1,257 | $0 | 2023 |