Dedham Country Day School Dc Retirement Plan — Form 5500 plan (Dedham Country Day School)
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, Dedham Country Day School Dc Retirement Plan is a benefit plan reported by Dedham Country Day School under EIN 04-2106704 and plan number 001. The latest loaded filing year is 2023. The filing reports 179 participants and $24,177,182 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dedham Country Day School
- EIN
- 04-2106704
- Plan number
- 001
- Plan type
- 2
- Location
- Dedham, MA
- Latest filing year
- 2023
- Participants
- 179
- End-of-year plan assets
- $24,177,182
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 179 | H, C | 20240919124243NAL0012705330001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,177,182
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,177,182
- Net assets (BOY)
- $21,070,188
Income & contributions
- Employer contributions
- $423,455
- Participant contributions
- $627,035
- Total contributions
- $1,052,615
- Total income / additions
- $4,076,949
Expenses & distributions
- Benefits paid
- $932,531
- Administrative expenses
- $37,424
- Total expenses
- $969,955
- Net increase / (decrease)
- $3,106,994
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lion Street Advisors | not reported in the loaded dataset | $15,000 | not reported in the loaded dataset | 2023 |
| Tiaa | not reported in the loaded dataset | $14,182 | $0 | 2023 |
| Flexpath Strategies | not reported in the loaded dataset | $8,200 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen, Llp | not reported in the loaded dataset | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dedham Country Day School
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Dedham, MA
- Lion Street Advisors — Schedule C compensation
- Tiaa — Schedule C compensation
- Flexpath Strategies — Schedule C compensation
- Cliftonlarsonallen, Llp — Schedule C compensation