Crystal Springs Uplands School Defined Contribution Retirement Plan — Form 5500 plan (Crystal Springs Uplands 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, Crystal Springs Uplands School Defined Contribution Retirement Plan is a benefit plan reported by Crystal Springs Uplands School under EIN 94-1247265 and plan number 001. The latest loaded filing year is 2023. The filing reports 265 participants and $45,129,900 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Crystal Springs Uplands School
- EIN
- 94-1247265
- Plan number
- 001
- Plan type
- 2
- Location
- Hillsborough, CA
- Latest filing year
- 2023
- Participants
- 265
- End-of-year plan assets
- $45,129,900
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 265 | H, C | 20240826105043NAL0009620609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,129,900
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,129,900
- Net assets (BOY)
- $39,035,761
Income & contributions
- Employer contributions
- $1,024,035
- Participant contributions
- $1,274,306
- Total contributions
- $2,298,341
- Total income / additions
- $8,308,609
Expenses & distributions
- Benefits paid
- $2,134,008
- Administrative expenses
- $80,462
- Total expenses
- $2,214,470
- Net increase / (decrease)
- $6,094,139
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $33,364 | $0 | 2023 |
| Three Bell Capital, LLC | ADVISOR | $23,363 | not reported in the loaded dataset | 2023 |
| Hood And Strong Llp | AUDITOR | $20,800 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group LLC | PENSION CONSULTING | $2,935 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Crystal Springs Uplands School
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Hillsborough, CA
- Tiaa — Schedule C compensation
- Three Bell Capital, LLC — Schedule C compensation
- Hood And Strong Llp — Schedule C compensation
- New Pinnacle Consulting Group LLC — Schedule C compensation