Concord Academy Defined Contribution And Tax-Deferred Annuity Plan — Form 5500 plan (Concord Academy)
Plain-English plan 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, Concord Academy Defined Contribution And Tax-Deferred Annuity Plan is a benefit plan reported by Concord Academy under EIN 04-1200600 and plan number 001. The latest loaded filing year is 2023. The filing reports 496 participants and $66,957,630 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Concord Academy
- EIN
- 04-1200600
- Plan number
- 001
- Plan type
- 2
- Location
- Concord, MA
- Latest filing year
- 2023
- Participants
- 496
- End-of-year plan assets
- $66,957,630
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 496 | H, C | 20250327120654NAL0017286961001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $66,957,630
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,957,630
- Net assets (BOY)
- $59,810,450
Income & contributions
- Employer contributions
- $911,139
- Participant contributions
- $1,483,166
- Total contributions
- $2,581,678
- Total income / additions
- $10,858,714
Expenses & distributions
- Benefits paid
- $3,661,509
- Administrative expenses
- $50,025
- Total expenses
- $3,711,534
- Net increase / (decrease)
- $7,147,180
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $50,025 | not reported in the loaded dataset | 2023 |