2023 Form 5500 filing — Shore Country Day School 403(B) Dc 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 20241004081319NAL0011920609001) for Shore Country Day School 403(B) Dc Plan, reported by Shore Country Day School under EIN 04-2104926 and plan number 001. It reports 244 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004081319NAL0011920609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shore Country Day School
- EIN
- 04-2104926
- Plan number
- 001
- Location
- Beverly, MA
- Participants
- 244
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,996,789
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,996,789
- Employer contributions
- $423,033
- Participant contributions
- $673,255
- Total income / additions
- $4,888,062
- Benefits paid
- $1,946,203
- Administrative expenses
- $28,826
- Total expenses
- $1,978,483
- Net increase / (decrease)
- $2,909,579
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tonneson & Company | AUDITOR | $14,705 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $8,806 | $0 |
| Well And Good LLC | ADVISOR | $3,250 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | CONSULTANT PENSION | $2,140 | not reported in the loaded dataset |