Chinese American International School Retirement Savings Plan — Form 5500 plan (Chinese American International 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, Chinese American International School Retirement Savings Plan is a benefit plan reported by Chinese American International School under EIN 94-2786958 and plan number 001. The latest loaded filing year is 2023. The filing reports 258 participants and $26,501,179 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chinese American International School
- EIN
- 94-2786958
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 258
- End-of-year plan assets
- $26,501,179
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 258 | H, C | 20250321181636NAL0004631987001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,501,179
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,501,179
- Net assets (BOY)
- $23,412,631
Income & contributions
- Employer contributions
- $510,712
- Participant contributions
- $1,015,606
- Total contributions
- $1,533,311
- Total income / additions
- $4,987,656
Expenses & distributions
- Benefits paid
- $1,845,638
- Administrative expenses
- $53,470
- Total expenses
- $1,899,108
- Net increase / (decrease)
- $3,088,548
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $28,790 | $0 | 2023 |
| Concurrent Investment Advisors,LLC | ADVISOR | $12,500 | not reported in the loaded dataset | 2023 |
| Armanino Llp | AUDITOR | $12,180 | not reported in the loaded dataset | 2023 |