Lancaster Country Day School Section 403(B) Plan — Form 5500 plan (Lancaster 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, Lancaster Country Day School Section 403(B) Plan is a benefit plan reported by Lancaster Country Day School under EIN 23-1352396 and plan number 003. The latest loaded filing year is 2023. The filing reports 250 participants and $24,614,560 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lancaster Country Day School
- EIN
- 23-1352396
- Plan number
- 003
- Plan type
- 2
- Location
- Lancaster, PA
- Latest filing year
- 2023
- Participants
- 250
- End-of-year plan assets
- $24,614,560
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 250 | H, C | 20250616101311NAL0001985762001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,614,560
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,614,560
- Net assets (BOY)
- $20,987,815
Income & contributions
- Employer contributions
- $355,774
- Participant contributions
- $595,716
- Total contributions
- $1,172,835
- Total income / additions
- $4,773,505
Expenses & distributions
- Benefits paid
- $1,077,979
- Administrative expenses
- $50,435
- Total expenses
- $1,146,760
- Net increase / (decrease)
- $3,626,745
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wealth Enhancement Advisory | ADVISOR | $27,523 | not reported in the loaded dataset | 2023 |
| Penserv Plan Services | RECORDKEEPER | $15,250 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | CUSTODIAN | $7,662 | not reported in the loaded dataset | 2023 |