Forsyth Country Day School Defined Contribution Re — Form 5500 plan (Forsyth 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, Forsyth Country Day School Defined Contribution Re is a benefit plan reported by Forsyth Country Day School under EIN 56-0940956 and plan number 001. The latest loaded filing year is 2023. The filing reports 452 participants and $35,388,280 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Forsyth Country Day School
- EIN
- 56-0940956
- Plan number
- 001
- Plan type
- 2
- Location
- Lewisville, NC
- Latest filing year
- 2023
- Participants
- 452
- End-of-year plan assets
- $35,388,280
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 452 | H, C | 20250403130409NAL0010264769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,388,280
- Net assets (EOY)
- $35,388,280
- Net assets (BOY)
- $31,189,263
Income & contributions
- Employer contributions
- $478,544
- Participant contributions
- $876,092
- Total contributions
- $1,355,936
- Total income / additions
- $5,748,909
Expenses & distributions
- Benefits paid
- $1,533,945
- Administrative expenses
- $15,947
- Total expenses
- $1,549,892
- Net increase / (decrease)
- $4,199,017
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa - Teachers Insurance & Annuity | NONE | $15,947 | $0 | 2023 |