2023 Form 5500 filing — Dana Hall School Retirement Plan For Employees
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 20240830075421NAL0008233235001) for Dana Hall School Retirement Plan For Employees, reported by Dana Hall School under EIN 04-2103562 and plan number 003. It reports 578 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830075421NAL0008233235001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dana Hall School
- EIN
- 04-2103562
- Plan number
- 003
- Location
- Wellesley, MA
- Participants
- 578
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,405,648
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,405,648
- Employer contributions
- $800,818
- Participant contributions
- $1,070,372
- Total income / additions
- $9,689,926
- Benefits paid
- $2,591,484
- Administrative expenses
- $2,052
- Total expenses
- $2,593,536
- Net increase / (decrease)
- $7,096,390
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $1,980 | $0 |
| Fidelity Inv. Inst. Opr. Co. Inc. | NONE | $72 | $0 |