2023 Form 5500 filing — The Alfred & Adele Davis Academy, Inc. Dc 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 20240905100021NAL0010305555001) for The Alfred & Adele Davis Academy, Inc. Dc Plan, reported by The Alfred & Adele Davis Academy under EIN 58-1970181 and plan number 001. It reports 214 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$16.7MReported net assets$16,707,757
Participants214
Provider compensation$4.9K1 Schedule C row(s)$4,929
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240905100021NAL0010305555001
Plan sponsor
The Alfred & Adele Davis Academy
EIN
58-1970181
Plan number
001
Location
Atlanta, GA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$16.7M total assets
Net assets$16.7MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$243.2K
Participant$550.8K
Full reported line items
Total assets (EOY)
$16,707,757
Total liabilities (EOY)
$0
Net assets (EOY)
$16,707,757
Employer contributions
$243,208
Participant contributions
$550,809
Total income / additions
$3,248,201
Benefits paid
$1,213,501
Administrative expenses
$4,929
Total expenses
$1,218,430
Net increase / (decrease)
$2,029,771
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Tiaa$4.9K
    NONE · Direct $4.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240905100021NAL0010305555001 cover?
It is the 2023 Form 5500 filing for The Alfred & Adele Davis Academy, Inc. Dc Plan, reported by The Alfred & Adele Davis Academy (EIN 58-1970181).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages