New Canaan Country School Dc Retirement Plan — Form 5500 plan (New Canaan Country School, Inc.)

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, New Canaan Country School Dc Retirement Plan is a benefit plan reported by New Canaan Country School, Inc. under EIN 06-0646765 and plan number 001. The latest loaded filing year is 2023. The filing reports 317 participants and $56,567,747 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Canaan Country School, Inc.
EIN
06-0646765
Plan number
001
Plan type
2
Location
New Canaan, CT
Latest filing year
2023
Participants
317
End-of-year plan assets
$56,567,747

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023317H, C20240821091628NAL0006011472001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$56,567,747
Total liabilities (EOY)
$0
Net assets (EOY)
$56,567,747
Net assets (BOY)
$50,327,093

Income & contributions

Employer contributions
$1,052,589
Participant contributions
$1,051,991
Total contributions
$2,222,262
Total income / additions
$10,002,519

Expenses & distributions

Benefits paid
$3,725,666
Administrative expenses
$36,199
Total expenses
$3,761,865
Net increase / (decrease)
$6,240,654

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$20,596$02023
Fiducient Advisors, LLCNONE$15,678not reported in the loaded dataset2023

Related Form 5500 pages