2023 Form 5500 filing — La Jolla Country Day School Defined Contribution 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 20241003095116NAL0009706257001) for La Jolla Country Day School Defined Contribution Retirement Plan, reported by La Jolla Country Day School under EIN 95-1875978 and plan number 001. It reports 547 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003095116NAL0009706257001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- La Jolla Country Day School
- EIN
- 95-1875978
- Plan number
- 001
- Location
- La Jolla, CA
- Participants
- 547
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $81,884,357
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,884,357
- Employer contributions
- $1,548,621
- Participant contributions
- $1,895,499
- Total income / additions
- $14,853,601
- Benefits paid
- $4,064,820
- Administrative expenses
- $88,960
- Total expenses
- $4,153,780
- Net increase / (decrease)
- $10,699,821
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $43,737 | $0 |
| Nfp Retirement Inc. | ADVISOR | $31,333 | not reported in the loaded dataset |
| Holthouse Carlin & Van Trigt Llp | AUDITOR | $11,669 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | TPA | $2,191 | not reported in the loaded dataset |