Davidson Day School Retirement Plan — Form 5500 plan (Davidson 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, Davidson Day School Retirement Plan is a benefit plan reported by Davidson Day School under EIN 11-1976223 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $5,593,766 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Davidson Day School
- EIN
- 11-1976223
- Plan number
- 001
- Plan type
- 2
- Location
- Davidson, NC
- Latest filing year
- 2023
- Participants
- 173
- End-of-year plan assets
- $5,593,766
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20250224100752NAL0006138195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,593,766
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,593,766
- Net assets (BOY)
- $4,657,875
Income & contributions
- Employer contributions
- $172,079
- Participant contributions
- $377,481
- Total contributions
- $557,528
- Total income / additions
- $1,269,142
Expenses & distributions
- Benefits paid
- $297,569
- Administrative expenses
- $35,682
- Total expenses
- $333,251
- Net increase / (decrease)
- $935,891
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cornerstone Wealth Group, LLC | INVESTMENT ADVISOR | $19,421 | not reported in the loaded dataset | 2023 |
| Ascensus Holding Inc Dba Futureplan | CONTRACT ADMIN | $240 | $2,368 | 2023 |
| Empower Annuity Insurance Company O | CONTRACT ADMIN | $200 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Davidson Day School
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Davidson, NC
- Cornerstone Wealth Group, LLC — Schedule C compensation
- Ascensus Holding Inc Dba Futureplan — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation