Providence Country Day School Defined Contribution Retirement Plan — Form 5500 plan (Providence 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, Providence Country Day School Defined Contribution Retirement Plan is a benefit plan reported by Providence Country Day School under EIN 05-0258934 and plan number 001. The latest loaded filing year is 2023. The filing reports 286 participants and $14,970,320 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Providence Country Day School
- EIN
- 05-0258934
- Plan number
- 001
- Plan type
- 2
- Location
- East Providence, RI
- Latest filing year
- 2023
- Participants
- 286
- End-of-year plan assets
- $14,970,320
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 286 | H, C | 20241001095327NAL0003884275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,970,320
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,970,320
- Net assets (BOY)
- $14,788,901
Income & contributions
- Employer contributions
- $54,651
- Participant contributions
- $289,681
- Total contributions
- $350,639
- Total income / additions
- $2,282,988
Expenses & distributions
- Benefits paid
- $2,086,304
- Administrative expenses
- $15,265
- Total expenses
- $2,101,569
- Net increase / (decrease)
- $181,419
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial Network | FINANCIAL ADVISOR | $9,541 | not reported in the loaded dataset | 2023 |
| Teachers Insurance & Annuity Associ | RECORDKEEPER | $5,724 | $0 | 2023 |