2023 Form 5500 filing — Providence Country Day School Defined Contribution 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 20241001095327NAL0003884275001) for Providence Country Day School Defined Contribution Retirement Plan, reported by Providence Country Day School under EIN 05-0258934 and plan number 001. It reports 286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001095327NAL0003884275001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Providence Country Day School
- EIN
- 05-0258934
- Plan number
- 001
- Location
- East Providence, RI
- Participants
- 286
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,970,320
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,970,320
- Employer contributions
- $54,651
- Participant contributions
- $289,681
- Total income / additions
- $2,282,988
- Benefits paid
- $2,086,304
- Administrative expenses
- $15,265
- Total expenses
- $2,101,569
- Net increase / (decrease)
- $181,419
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Financial Network | FINANCIAL ADVISOR | $9,541 | not reported in the loaded dataset |
| Teachers Insurance & Annuity Associ | RECORDKEEPER | $5,724 | $0 |