2023 Form 5500 filing — Palm Beach Day Academy Dc 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 20250203070102NAL0003127667001) for Palm Beach Day Academy Dc Retirement Plan, reported by Palm Beach Day Academy under EIN 59-0873834 and plan number 002. It reports 267 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250203070102NAL0003127667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Palm Beach Day Academy
- EIN
- 59-0873834
- Plan number
- 002
- Location
- Palm Beach, FL
- Participants
- 267
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,532,185
- Net assets (EOY)
- $32,532,185
- Employer contributions
- $843,437
- Participant contributions
- $626,171
- Total income / additions
- $5,940,646
- Benefits paid
- $1,758,016
- Administrative expenses
- $49,886
- Total expenses
- $1,807,902
- Net increase / (decrease)
- $4,132,744
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| M. Employee Benefits, Inc. | not reported in the loaded dataset | $27,060 | $0 |
| Templeton & Company | not reported in the loaded dataset | $13,585 | $0 |
| Tiaa Teachers Ins & Annuity Assoc | not reported in the loaded dataset | $7,649 | $0 |