2023 Form 5500 filing — Cary 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 20250317141853NAL0000957139002) for Cary Academy Defined Contribution Retirement Plan, reported by Cary Academy under EIN 56-1934619 and plan number 001. It reports 315 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)Not reported

Participants315

Provider compensation$75.5K3 Schedule C row(s)$75,531

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250317141853NAL0000957139002
Plan sponsor: Cary Academy
EIN: 56-1934619
Plan number: 001
Location: Cary, NC
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.

Money in vs. money out

Total income / additions$7.4M

Total expenses$4.4M

Benefits paid / distributions$4.3M

Contributions

Employer$792.2K

Participant$1M

Full reported line items

Employer contributions: $792,187
Participant contributions: $1,022,205
Total income / additions: $7,387,447
Benefits paid: $4,315,284
Administrative expenses: $76,443
Total expenses: $4,391,727
Net increase / (decrease): $2,995,720

Schedule C

Reported service provider compensation

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

1
Mma Securities, LLC$36K
BROKER · Direct $36K
2
Tiaa$29.8K
BROKER · Direct $29.8K · Indirect $0
3
Forvis Mazars, Llp$9.7K
ACCOUNTANT/AUDITOR · Direct $9.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250317141853NAL0000957139002 cover?: It is the 2023 Form 5500 filing for Cary Academy Defined Contribution Retirement Plan, reported by Cary Academy (EIN 56-1934619).
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).