2023 Form 5500 filing — Greenwich Country 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 20241007135053NAL0027618816001) for Greenwich Country Day School Defined Contribution Plan, reported by Greenwich Country Day School under EIN 06-0646657 and plan number 001. It reports 706 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007135053NAL0027618816001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Greenwich Country Day School
- EIN
- 06-0646657
- Plan number
- 001
- Location
- Greenwich, CT
- Participants
- 706
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $114,507,723
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $114,507,723
- Employer contributions
- $3,063,267
- Participant contributions
- $2,301,020
- Total income / additions
- $20,932,157
- Benefits paid
- $6,469,797
- Administrative expenses
- $48,326
- Total expenses
- $6,518,123
- Net increase / (decrease)
- $14,414,034
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services, LLC | CONSULTANT | $18,000 | not reported in the loaded dataset |
| Cbiz | CONSULTANT | $17,722 | not reported in the loaded dataset |
| Massa & Associates, Inc. | CONSULTANT | $11,854 | not reported in the loaded dataset |
| Tiaa | ADMINISTRATOR | $750 | $0 |