2023 Form 5500 filing — Rocky Hill Country Day School 403(B) 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 20240916154350NAL0000720963001) for Rocky Hill Country Day School 403(B) Retirement Plan, reported by Rocky Hill Country Day School under EIN 05-0277258 and plan number 001. It reports 200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916154350NAL0000720963001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rocky Hill Country Day School
- EIN
- 05-0277258
- Plan number
- 001
- Location
- East Greenwich, RI
- Participants
- 200
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,545,096
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,545,096
- Employer contributions
- $55,008
- Participant contributions
- $315,048
- Total income / additions
- $2,304,831
- Benefits paid
- $1,283,624
- Administrative expenses
- $13,514
- Total expenses
- $1,297,138
- Net increase / (decrease)
- $1,007,693
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Financial Network | SERVICE PROVIDER | $9,214 | not reported in the loaded dataset |
| Tiaa | SERVICE PROVIDER | $4,375 | $0 |