Seoul Foreign School Retirement Plan — Form 5500 plan (Seoul Foreign 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, Seoul Foreign School Retirement Plan is a benefit plan reported by Seoul Foreign School under EIN 98-0578195 and plan number 001. The latest loaded filing year is 2023. The filing reports 114 participants and $13,113,627 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13.1MPlan net assets, end of year$13,113,627
Participants114Covered participants reported
Assets / participant$115KComputed: assets ÷ participants$115,032 (computed)
Provider compensation$47.3K2 Schedule C provider row(s)$47,342
Plan sponsor
Seoul Foreign School
EIN
98-0578195
Plan number
001
Plan type
2
Location
not reported in the loaded dataset
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023114H, C20240821180210NAL0007511632001
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)$13.1M total assets
Net assets$13.1MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$381.1K
Benefits paid / distributions$380K
Contributions
Employer$0
Participant$1.4M
Full reported line items

Net assets

Total assets (EOY)
$13,113,627
Total liabilities (EOY)
$0
Net assets (EOY)
$13,113,627
Net assets (BOY)
$9,973,077

Income & contributions

Employer contributions
$0
Participant contributions
$1,418,542
Total contributions
$1,418,542
Total income / additions
$3,521,694

Expenses & distributions

Benefits paid
$379,962
Administrative expenses
$0
Total expenses
$381,144
Net increase / (decrease)
$3,140,550
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 0%Participant 100%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income11%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Investment Center IncADVISOR$0$47,3422023
Fidelity Investments InstitutionalRECORDKEEPER$0$02023

Related Form 5500 pages