La Jolla Country Day School Defined Contribution Retirement Plan — Form 5500 plan (La Jolla 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, La Jolla Country Day School Defined Contribution Retirement Plan is a benefit plan reported by La Jolla Country Day School under EIN 95-1875978 and plan number 001. The latest loaded filing year is 2023. The filing reports 547 participants and $81,884,357 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- La Jolla Country Day School
- EIN
- 95-1875978
- Plan number
- 001
- Plan type
- 2
- Location
- La Jolla, CA
- Latest filing year
- 2023
- Participants
- 547
- End-of-year plan assets
- $81,884,357
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 547 | H, C | 20241003095116NAL0009706257001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $81,884,357
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,884,357
- Net assets (BOY)
- $71,184,536
Income & contributions
- Employer contributions
- $1,548,621
- Participant contributions
- $1,895,499
- Total contributions
- $3,917,675
- Total income / additions
- $14,853,601
Expenses & distributions
- Benefits paid
- $4,064,820
- Administrative expenses
- $88,960
- Total expenses
- $4,153,780
- Net increase / (decrease)
- $10,699,821
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $43,737 | $0 | 2023 |
| Nfp Retirement Inc. | ADVISOR | $31,333 | not reported in the loaded dataset | 2023 |
| Holthouse Carlin & Van Trigt Llp | AUDITOR | $11,669 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | TPA | $2,191 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for La Jolla Country Day School
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in La Jolla, CA
- Tiaa — Schedule C compensation
- Nfp Retirement Inc. — Schedule C compensation
- Holthouse Carlin & Van Trigt Llp — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation