San Domenico School 403(B) Retirement Plan — Form 5500 plan (San Domenico 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, San Domenico School 403(B) Retirement Plan is a benefit plan reported by San Domenico School under EIN 94-6080077 and plan number 001. The latest loaded filing year is 2023. The filing reports 404 participants and $30,797,211 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- San Domenico School
- EIN
- 94-6080077
- Plan number
- 001
- Plan type
- 2
- Location
- San Anselmo, CA
- Latest filing year
- 2023
- Participants
- 404
- End-of-year plan assets
- $30,797,211
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 404 | H, C | 20250414151412NAL0001889345001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,797,211
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,797,211
- Net assets (BOY)
- $26,808,041
Income & contributions
- Employer contributions
- $862,825
- Participant contributions
- $1,619,884
- Total contributions
- $2,634,024
- Total income / additions
- $6,389,998
Expenses & distributions
- Benefits paid
- $2,317,823
- Administrative expenses
- $83,005
- Total expenses
- $2,400,828
- Net increase / (decrease)
- $3,989,170
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $82,955 | $0 | 2023 |
| Multnomah Group LLC | INVESTMENT MANAGEMENT | $0 | $35,175 | 2023 |
| Armanino Llp | ACCOUNTANT | $0 | $10,894 | 2023 |
| New Pinnacle Consulting Group LLC | CONTRACT ADMINISTRATOR | $0 | $8,126 | 2023 |
| Lincoln National Coproration | RECORDKEEPER | $50 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for San Domenico School
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Anselmo, CA
- Principal Life Insurance Company — Schedule C compensation
- Multnomah Group LLC — Schedule C compensation
- Armanino Llp — Schedule C compensation
- New Pinnacle Consulting Group LLC — Schedule C compensation
- Lincoln National Coproration — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation