Retirement plan

EASTSIDE PREPARATORY SCHOOL RETIREMENT PLAN (002)

Name: EASTSIDE PREPARATORY SCHOOL - EASTSIDE PREPARATORY SCHOOL RETIREMENT PLAN (002) (2024) Form 5500
Creator: EASTSIDE PREPARATORY SCHOOL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EASTSIDE PREPARATORY SCHOOL RETIREMENT PLAN (002), EASTSIDE PREPARATORY SCHOOL

EASTSIDE PREPARATORY SCHOOLEIN 37-1430960Plan #002PY 2024

10613 NE 38TH PLACE - KIRKLAND, WA 98033425-822-5668eastsideprep.orgLinkedIn51-200 employeesprimary/secondary education

Other plans on this EIN

1 filing

#001Retirement-$12.3M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.3M

+32.9% from 2023

Total participants

+9.5% from 2023

Average account balance

$51,705

+13.9% from 2023

Annual return

14.35%

-4.83 pp from 2023

Benchmarks

See 4,462 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort4,462 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$4.34M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$52K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$626K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.35%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$256

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2J2L3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$21K

$383 / participant

Other / not subdivided$21K100.0%

% of EOY assets

0.494%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$51,705

$48,337+7.0%

$67,560-23.5%

$80,959-36.1%

Participation rate

85.7%

66.4%+19.3pp

72.9%+12.8pp

67.7%+18.0pp

Annual return

14.35%

18.26%-3.9pp

3533.50%-3519.1pp

35.67%-21.3pp

Employer contribution / active EE

$3,780

$2,023+86.9%

$2,737+38.1%

$2,757+37.1%

Participant deferral / active EE

$7,406

$2,928+152.9%

$4,004+85.0%

$4,300+72.2%

Admin fee / account holder

$256

$3,695-93.1%

$3,994-93.6%

$6,925-96.3%

EASTSIDE PREPARATORY SCHOOL RETIREMENT PLAN (002)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EASTSIDE PREPARATORY SCHOOL RETIREMENT PLAN (002)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion