2023 Form 5500 filing — Fort Worth Country Day School 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 20250411155147NAL0023466833001) for Fort Worth Country Day School Defined Contribution Retirement Plan, reported by Fort Worth Country Day School under EIN 75-1085363 and plan number 001. It reports 422 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411155147NAL0023466833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fort Worth Country Day School
- EIN
- 75-1085363
- Plan number
- 001
- Location
- Fort Worth, TX
- Participants
- 422
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,245,539
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,245,539
- Employer contributions
- $1,196,820
- Participant contributions
- $1,509,457
- Total income / additions
- $7,588,842
- Benefits paid
- $5,695,607
- Administrative expenses
- $106,093
- Total expenses
- $5,801,700
- Net increase / (decrease)
- $1,787,142
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Co | CONTACT ADMIN | $106,093 | $0 |
| Captrust | INVESTMENT ADVISORY | $0 | $43,000 |
| Fort Worth Country Day School | OTHER SERVICES | $0 | $17,850 |
| Onedigital Topco LLC | OTHER SERVICES | $0 | $13,489 |
| Resources Investment Advisors LLC | CONTRACT ADMINISTRATOR | $0 | $11,000 |