The Webb Schools Tax-Deferred Annuity And Defined Contribution Retirement Plan — Form 5500 plan (The Webb Schools)
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 Webb Schools Tax-Deferred Annuity And Defined Contribution Retirement Plan is a benefit plan reported by The Webb Schools under EIN 95-1856591 and plan number 001. The latest loaded filing year is 2023. The filing reports 442 participants and $34,417,573 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Webb Schools
- EIN
- 95-1856591
- Plan number
- 001
- Plan type
- 2
- Location
- Claremont, CA
- Latest filing year
- 2023
- Participants
- 442
- End-of-year plan assets
- $34,417,573
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 442 | H, C | 20240709130011NAL0021998448001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,417,573
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,417,573
- Net assets (BOY)
- $30,801,271
Income & contributions
- Employer contributions
- $893,292
- Participant contributions
- $688,467
- Total contributions
- $1,582,110
- Total income / additions
- $6,223,394
Expenses & distributions
- Benefits paid
- $2,535,151
- Administrative expenses
- $36,124
- Total expenses
- $2,607,092
- Net increase / (decrease)
- $3,616,302
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $30,399 | $0 | 2023 |
| Morgan Stanley | ADVISOR | $5,800 | not reported in the loaded dataset | 2023 |