2023 Form 5500 filing — Charles E. Smith Jewish Day School Defined Contribution Plan
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 20240723131907NAL0018339888001) for Charles E. Smith Jewish Day School Defined Contribution Plan, reported by Charles E. Smith Jewish Day School under EIN 52-0961920 and plan number 001. It reports 607 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723131907NAL0018339888001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Charles E. Smith Jewish Day School
- EIN
- 52-0961920
- Plan number
- 001
- Location
- Rockville, MD
- Participants
- 607
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $89,035,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $89,035,965
- Employer contributions
- $650,199
- Participant contributions
- $1,590,726
- Total income / additions
- $14,206,250
- Benefits paid
- $5,125,070
- Administrative expenses
- $84,131
- Total expenses
- $5,209,201
- Net increase / (decrease)
- $8,997,049
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc. | ADVISOR | $34,500 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $25,938 | $0 |
| Flexpath Strategies, LLC | ADVISOR | $11,241 | not reported in the loaded dataset |
| Belfint Lyons & Shuman | AUDITOR | $10,000 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | TPA | $1,821 | not reported in the loaded dataset |