The Nueva School Defined Contribution Retirement Plan — Form 5500 plan (The Nueva 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, The Nueva School Defined Contribution Retirement Plan is a benefit plan reported by The Nueva School under EIN 94-1633387 and plan number 001. The latest loaded filing year is 2023. The filing reports 419 participants and $33,976,058 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Nueva School
- EIN
- 94-1633387
- Plan number
- 001
- Plan type
- 2
- Location
- Hillsborough, CA
- Latest filing year
- 2023
- Participants
- 419
- End-of-year plan assets
- $33,976,058
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 419 | H, C | 20250414131928NAL0000785699001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,976,058
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,976,058
- Net assets (BOY)
- $26,873,743
Income & contributions
- Employer contributions
- $1,239,533
- Participant contributions
- $2,584,427
- Total contributions
- $4,181,745
- Total income / additions
- $8,621,300
Expenses & distributions
- Benefits paid
- $1,466,842
- Administrative expenses
- $52,143
- Total expenses
- $1,518,985
- Net increase / (decrease)
- $7,102,315
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $52,143 | $0 | 2023 |