2023 Form 5500 filing — Dedham Country Day School Dc Retirement 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 20240919124243NAL0012705330001) for Dedham Country Day School Dc Retirement Plan, reported by Dedham Country Day School under EIN 04-2106704 and plan number 001. It reports 179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919124243NAL0012705330001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dedham Country Day School
- EIN
- 04-2106704
- Plan number
- 001
- Location
- Dedham, MA
- Participants
- 179
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,177,182
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,177,182
- Employer contributions
- $423,455
- Participant contributions
- $627,035
- Total income / additions
- $4,076,949
- Benefits paid
- $932,531
- Administrative expenses
- $37,424
- Total expenses
- $969,955
- Net increase / (decrease)
- $3,106,994
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lion Street Advisors | not reported in the loaded dataset | $15,000 | not reported in the loaded dataset |
| Tiaa | not reported in the loaded dataset | $14,182 | $0 |
| Flexpath Strategies | not reported in the loaded dataset | $8,200 | not reported in the loaded dataset |
| Cliftonlarsonallen, Llp | not reported in the loaded dataset | not reported in the loaded dataset | not reported in the loaded dataset |