2023 Form 5500 filing — Trustees Of Deerfield Academy 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 20250122131907NAL0004507761001) for Trustees Of Deerfield Academy Defined Contribution Retirement Plan, reported by Trustees Of Deerfield Academy under EIN 04-2103563 and plan number 001. It reports 942 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$142.7MReported net assets$142,729,607

Participants942

Provider compensation$61.3K3 Schedule C row(s)$61,275

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250122131907NAL0004507761001
Plan sponsor: Trustees Of Deerfield Academy
EIN: 04-2103563
Plan number: 001
Location: Deerfield, MA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$142.7M total assets

Net assets$142.7MLiabilities—

Money in vs. money out

Total income / additions$22.4M

Total expenses$7.1M

Benefits paid / distributions$7M

Contributions

Employer$3.2M

Participant$2.5M

Full reported line items

Total assets (EOY): $142,729,607
Net assets (EOY): $142,729,607
Employer contributions: $3,169,286
Participant contributions: $2,518,609
Total income / additions: $22,425,841
Benefits paid: $6,993,745
Administrative expenses: $62,325
Total expenses: $7,056,070
Net increase / (decrease): $15,369,771

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Tiaa- Teachers Insurance And Annuit$32.5K
CUSTODIAN & RECORDKEEPER · Direct $32.5K · Indirect $0
2
Kestra Advisory Services, LLC$18K
INVESTMENT ADVISOR · Direct $18K
3
Caron & Bletzer, Pllc$10.8K
AUDITOR · Direct $10.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250122131907NAL0004507761001 cover?: It is the 2023 Form 5500 filing for Trustees Of Deerfield Academy Defined Contribution Retirement Plan, reported by Trustees Of Deerfield Academy (EIN 04-2103563).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).