2023 Form 5500 filing — New Canaan Country School Dc 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 20240821091628NAL0006011472001) for New Canaan Country School Dc Retirement Plan, reported by New Canaan Country School, Inc. under EIN 06-0646765 and plan number 001. It reports 317 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821091628NAL0006011472001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Canaan Country School, Inc.
- EIN
- 06-0646765
- Plan number
- 001
- Location
- New Canaan, CT
- Participants
- 317
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,567,747
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,567,747
- Employer contributions
- $1,052,589
- Participant contributions
- $1,051,991
- Total income / additions
- $10,002,519
- Benefits paid
- $3,725,666
- Administrative expenses
- $36,199
- Total expenses
- $3,761,865
- Net increase / (decrease)
- $6,240,654
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $20,596 | $0 |
| Fiducient Advisors, LLC | NONE | $15,678 | not reported in the loaded dataset |