Forsyth Country Day School — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 (EIN 56-0940956) is a plan sponsor located in Lewisville, NC with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
56-0940956
Location
Lewisville, NC
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$35,388,280
Total reported net assets (EOY)
$35,388,280

Contributions & income

Employer contributions
$478,544
Participant contributions
$876,092
Total income / additions
$5,748,909

Expenses & distributions

Benefits paid / distributions
$1,533,945
Total expenses
$1,549,892
Net increase / (decrease)
$4,199,017

Coverage

Total reported participants
781
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Forsyth Country Day School plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Forsyth Country Day School Defined Contribution Re001452$35,388,2802023
Forsyth Country Day School Section 105 Health Reimbursement Plan503166not reported in the loaded dataset2023
Forsyth Country Day School, Inc. Section 125 Cafeteria Plan502163not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Forsyth Country Day School
YearPlanParticipantsSchedulesFiling
2023Forsyth Country Day School, Inc. Section 125 Cafeteria Plan16320240729143831NAL0018944033001
2023Forsyth Country Day School Section 105 Health Reimbursement Plan16620240729144017NAL0030019856001
2023Forsyth Country Day School Defined Contribution Re452H, C20250403130409NAL0010264769001

Related Form 5500 pages