Davidson Academy 403(B)Plan — Form 5500 plan (Davidson Academy)
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, Davidson Academy 403(B)Plan is a benefit plan reported by Davidson Academy under EIN 62-1091031 and plan number 001. The latest loaded filing year is 2023. The filing reports 197 participants and $9,549,311 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Davidson Academy
- EIN
- 62-1091031
- Plan number
- 001
- Plan type
- 2
- Location
- Nashville, TN
- Latest filing year
- 2023
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch HSch CView filing →
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $9,549,311
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,549,311
- Net assets (BOY)
- $9,180,634
Income & contributions
- Employer contributions
- $106,386
- Participant contributions
- $308,575
- Total contributions
- $418,238
- Total income / additions
- $1,665,153
Expenses & distributions
- Benefits paid
- $1,288,253
- Administrative expenses
- $8,223
- Total expenses
- $1,296,476
- Net increase / (decrease)
- $368,677
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
- 1
- 2