2023 Form 5500 filing — Georgetown Day School, Inc. 403(B) 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 20241015140959NAL0029920913001) for Georgetown Day School, Inc. 403(B) Retirement Plan, reported by Georgetown Day School, Inc. under EIN 53-0204701 and plan number 001. It reports 640 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140959NAL0029920913001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Georgetown Day School, Inc.
- EIN
- 53-0204701
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 640
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,355,711
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $93,355,711
- Employer contributions
- $1,443,485
- Participant contributions
- $2,313,666
- Total income / additions
- $17,307,158
- Benefits paid
- $5,900,695
- Administrative expenses
- $30,402
- Total expenses
- $5,964,018
- Net increase / (decrease)
- $11,343,140
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Millennium Advisory Services, Inc | ADVISOR | $19,926 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $8,020 | $0 |
| Reliastar Life Insurance Company | SERVICE PROVIDER | $0 | $5,580 |
| Commonweatlh Financial Network | ADVISOR | $2,425 | not reported in the loaded dataset |