San Francisco Day School Defined Contribution Retirement Plan — Form 5500 plan (San Francisco 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, San Francisco Day School Defined Contribution Retirement Plan is a benefit plan reported by San Francisco Day School under EIN 94-2570257 and plan number 001. The latest loaded filing year is 2023. The filing reports 327 participants and $31,940,853 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- San Francisco Day School
- EIN
- 94-2570257
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 327
- End-of-year plan assets
- $31,940,853
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 327 | H, C | 20241015155239NAL0030241057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,940,853
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,940,853
- Net assets (BOY)
- $27,109,227
Income & contributions
- Employer contributions
- $616,073
- Participant contributions
- $841,789
- Total contributions
- $1,630,299
- Total income / additions
- $5,789,532
Expenses & distributions
- Benefits paid
- $946,478
- Administrative expenses
- $11,428
- Total expenses
- $957,906
- Net increase / (decrease)
- $4,831,626
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $3,395 | $0 | 2023 |
| Axa Equitable Life Insurance Compan | RECORDKEEPER | $108 | $0 | 2023 |