2023 Form 5500 filing — Kent School Dc Retirement Plan - 315379

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240412110908NAL0003662578001) for Kent School Dc Retirement Plan - 315379, reported by Kent School, Inc under EIN 52-0856397 and plan number 001. It reports 57 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.4MReported net assets$3,447,651
Participants57
Provider compensation$251 Schedule C row(s)
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20240412110908NAL0003662578001
Plan sponsor
Kent School, Inc
EIN
52-0856397
Plan number
001
Location
Chestertown, MD
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.4M total assets
Net assets$3.4MLiabilities
Money in vs. money out
Total income / additions$472.2K
Total expenses$366.8K
Benefits paid / distributions$366.7K
Contributions
EmployerNot reported
Participant$45.9K
Full reported line items
Total assets (EOY)
$3,447,651
Net assets (EOY)
$3,447,651
Participant contributions
$45,868
Total income / additions
$472,240
Benefits paid
$366,739
Total expenses
$366,764
Net increase / (decrease)
$105,476

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Tiaa - Teachers Insurance And Annuinot reported in the loaded dataset$25$0

Related Form 5500 pages