Charles E. Smith Jewish Day School Defined Contribution Plan — Form 5500 plan (Charles E. Smith Jewish 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, Charles E. Smith Jewish Day School Defined Contribution Plan is a benefit plan reported by Charles E. Smith Jewish Day School under EIN 52-0961920 and plan number 001. The latest loaded filing year is 2023. The filing reports 607 participants and $89,035,965 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charles E. Smith Jewish Day School
- EIN
- 52-0961920
- Plan number
- 001
- Plan type
- 2
- Location
- Rockville, MD
- Latest filing year
- 2023
- Participants
- 607
- End-of-year plan assets
- $89,035,965
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 607 | H, C | 20240723131907NAL0018339888001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $89,035,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $89,035,965
- Net assets (BOY)
- $80,038,916
Income & contributions
- Employer contributions
- $650,199
- Participant contributions
- $1,590,726
- Total contributions
- $2,361,282
- Total income / additions
- $14,206,250
Expenses & distributions
- Benefits paid
- $5,125,070
- Administrative expenses
- $84,131
- Total expenses
- $5,209,201
- Net increase / (decrease)
- $8,997,049
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement Inc. | ADVISOR | $34,500 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $25,938 | $0 | 2023 |
| Flexpath Strategies, LLC | ADVISOR | $11,241 | not reported in the loaded dataset | 2023 |
| Belfint Lyons & Shuman | AUDITOR | $10,000 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | TPA | $1,821 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Charles E. Smith Jewish Day School
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Rockville, MD
- Nfp Retirement Inc. — Schedule C compensation
- Tiaa — Schedule C compensation
- Flexpath Strategies, LLC — Schedule C compensation
- Belfint Lyons & Shuman — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation