2023 Form 5500 filing — Shady Side Academy Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240820142025NAL0001504195001) for Shady Side Academy Retirement Plan, reported by Shady Side Academy under EIN 25-0965561 and plan number 001. It reports 611 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240820142025NAL0001504195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shady Side Academy
- EIN
- 25-0965561
- Plan number
- 001
- Location
- Pittsburgh, PA
- Participants
- 611
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $69,529,917
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,529,917
- Employer contributions
- $1,110,868
- Participant contributions
- $1,721,360
- Total income / additions
- $12,354,483
- Benefits paid
- $7,019,271
- Administrative expenses
- $118,871
- Total expenses
- $7,138,142
- Net increase / (decrease)
- $5,216,341
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Henderson Bros. Ret. Plan Serv. | NONE | $71,719 | not reported in the loaded dataset |
| Tiaa | NONE | $47,152 | $0 |