Rye Country Day School 403(B) Plan — Form 5500 plan (Rye 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, Rye Country Day School 403(B) Plan is a benefit plan reported by Rye Country Day School under EIN 13-1740484 and plan number 001. The latest loaded filing year is 2023. The filing reports 525 participants and $98,934,574 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rye Country Day School
EIN
13-1740484
Plan number
001
Plan type
2
Location
Rye, NY
Latest filing year
2023
Participants
525
End-of-year plan assets
$98,934,574

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023525H, C20241007162555NAL0009046435001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$98,934,574
Total liabilities (EOY)
$0
Net assets (EOY)
$98,934,574
Net assets (BOY)
$85,137,916

Income & contributions

Employer contributions
$1,562,480
Participant contributions
$2,276,880
Total contributions
$4,363,012
Total income / additions
$17,461,856

Expenses & distributions

Benefits paid
$3,568,295
Administrative expenses
$96,903
Total expenses
$3,665,198
Net increase / (decrease)
$13,796,658

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$66,145$02023
Fiducient Advisors, LLCNONE$31,208not reported in the loaded dataset2023

Related Form 5500 pages