Georgetown Day School, Inc. 403(B) Retirement Plan — Form 5500 plan (Georgetown Day School, Inc.)
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, Georgetown Day School, Inc. 403(B) Retirement Plan is a benefit plan reported by Georgetown Day School, Inc. under EIN 53-0204701 and plan number 001. The latest loaded filing year is 2023. The filing reports 640 participants and $93,355,711 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Georgetown Day School, Inc.
- EIN
- 53-0204701
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 640
- End-of-year plan assets
- $93,355,711
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 640 | H, C | 20241015140959NAL0029920913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $93,355,711
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $93,355,711
- Net assets (BOY)
- $82,012,571
Income & contributions
- Employer contributions
- $1,443,485
- Participant contributions
- $2,313,666
- Total contributions
- $4,214,771
- Total income / additions
- $17,307,158
Expenses & distributions
- Benefits paid
- $5,900,695
- Administrative expenses
- $30,402
- Total expenses
- $5,964,018
- Net increase / (decrease)
- $11,343,140
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Millennium Advisory Services, Inc | ADVISOR | $19,926 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $8,020 | $0 | 2023 |
| Reliastar Life Insurance Company | SERVICE PROVIDER | $0 | $5,580 | 2023 |
| Commonweatlh Financial Network | ADVISOR | $2,425 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Georgetown Day School, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Millennium Advisory Services, Inc — Schedule C compensation
- Tiaa — Schedule C compensation
- Reliastar Life Insurance Company — Schedule C compensation
- Commonweatlh Financial Network — Schedule C compensation