Marin Horizon School 403(B) Dc Plan — Form 5500 plan (Marin Horizon 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, Marin Horizon School 403(B) Dc Plan is a benefit plan reported by Marin Horizon School under EIN 94-2427732 and plan number 001. The latest loaded filing year is 2023. The filing reports 202 participants and $10,847,334 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marin Horizon School
- EIN
- 94-2427732
- Plan number
- 001
- Plan type
- 2
- Location
- Mill Valley, CA
- Latest filing year
- 2023
- Participants
- 202
- End-of-year plan assets
- $10,847,334
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 202 | H, C | 20250415143212NAL0001475155001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,847,334
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,847,334
- Net assets (BOY)
- $9,249,406
Income & contributions
- Employer contributions
- $271,960
- Participant contributions
- $405,770
- Total contributions
- $685,925
- Total income / additions
- $2,217,504
Expenses & distributions
- Benefits paid
- $618,356
- Administrative expenses
- $1,220
- Total expenses
- $619,576
- Net increase / (decrease)
- $1,597,928
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $125 | $0 | 2023 |