2023 Form 5500 filing — Sidwell Friends 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 20241010154215NAL0034635776001) for Sidwell Friends School Defined Contribution Retirement Plan, reported by Sidwell Friends School under EIN 53-0196519 and plan number 001. It reports 730 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)$77.3MReported net assets$77,262,069
Participants730
Provider compensation$26.8K1 Schedule C row(s)$26,766
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010154215NAL0034635776001
Plan sponsor
Sidwell Friends School
EIN
53-0196519
Plan number
001
Location
Washington, DC
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)$77.3M total assets
Net assets$77.3MLiabilities$0
Money in vs. money out
Total income / additions$12.4M
Total expenses$4.8M
Benefits paid / distributions$4.8M
Contributions
Employer$1.8M
Participant$725.7K
Full reported line items
Total assets (EOY)
$77,262,069
Total liabilities (EOY)
$0
Net assets (EOY)
$77,262,069
Employer contributions
$1,825,145
Participant contributions
$725,733
Total income / additions
$12,354,298
Benefits paid
$4,756,321
Administrative expenses
$26,166
Total expenses
$4,782,487
Net increase / (decrease)
$7,571,811
Schedule C

Reported service provider compensation

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

  1. 1
    Tiaa$26.8K
    NONE · Direct $26.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010154215NAL0034635776001 cover?
It is the 2023 Form 5500 filing for Sidwell Friends School Defined Contribution Retirement Plan, reported by Sidwell Friends School (EIN 53-0196519).
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