Connelly School Of The Holy Child 403(B) Dc Plan — Form 5500 plan (Connelly School Of The Holy Child)
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, Connelly School Of The Holy Child 403(B) Dc Plan is a benefit plan reported by Connelly School Of The Holy Child under EIN 52-0743609 and plan number 002. The latest loaded filing year is 2023. The filing reports 221 participants and $12,341,035 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Connelly School Of The Holy Child
- EIN
- 52-0743609
- Plan number
- 002
- Plan type
- 2
- Location
- Potomac, MD
- Latest filing year
- 2023
- Participants
- 221
- End-of-year plan assets
- $12,341,035
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20250613094303NAL0028538864001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,341,035
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,341,035
- Net assets (BOY)
- $10,423,428
Income & contributions
- Employer contributions
- $356,408
- Participant contributions
- $427,227
- Total contributions
- $783,635
- Total income / additions
- $2,670,829
Expenses & distributions
- Benefits paid
- $750,129
- Administrative expenses
- $3,093
- Total expenses
- $753,222
- Net increase / (decrease)
- $1,917,607
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $574 | $0 | 2023 |