2023 Form 5500 filing — Presbyterian Day School 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 20250228141901NAL0002387826001) for Presbyterian Day School Retirement Plan, reported by Presbyterian Day School under EIN 62-0811568 and plan number 001. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250228141901NAL0002387826001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Presbyterian Day School
- EIN
- 62-0811568
- Plan number
- 001
- Location
- Memphis, TN
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,700,458
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,700,458
- Employer contributions
- $191,122
- Participant contributions
- $485,604
- Total income / additions
- $2,846,453
- Benefits paid
- $906,343
- Administrative expenses
- $41,596
- Total expenses
- $948,812
- Net increase / (decrease)
- $1,897,641
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Duncan Williams Asset Management | SERVICE PROVIDER | not reported in the loaded dataset | $23,465 |
| Voya Retirement Ins And Annuity Co. | SERVICE PROVIDER | not reported in the loaded dataset | $0 |