Plan5500

Laguna Blanca School Dc Retirement Plan — Form 5500 plan (Laguna Blanca 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, Laguna Blanca School Dc Retirement Plan is a benefit plan reported by Laguna Blanca School under EIN 95-1641448 and plan number 001. The latest loaded filing year is 2023. The filing reports 264 participants and $15,122,257 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$15.1MPlan net assets, end of year$15,122,257
Participants264Covered participants reported
Assets / participant$57.3KComputed: assets ÷ participants$57,281 (computed)
Provider compensation$18.5K1 Schedule C provider row(s)$18,521
Plan sponsor
Laguna Blanca School
EIN
95-1641448
Plan number
001
Plan type
2
Location
Santa Barbara, CA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    264 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$15.1M total assets
Net assets$15.1MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$523.9K
Benefits paid / distributions$506K
Contributions
Employer$436.3K
Participant$313.9K
Full reported line items

Net assets

Total assets (EOY)
$15,122,257
Total liabilities (EOY)
$0
Net assets (EOY)
$15,122,257
Net assets (BOY)
$12,782,619

Income & contributions

Employer contributions
$436,335
Participant contributions
$313,946
Total contributions
$750,281
Total income / additions
$2,863,540

Expenses & distributions

Benefits paid
$505,982
Administrative expenses
$17,920
Total expenses
$523,902
Net increase / (decrease)
$2,339,638
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 58%Participant 42%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Tiaa Teachers Ins And Annuity Assoc$18.5K
    RECORD KEEPER · Direct $18.5K · Indirect $0

Related Form 5500 pages