2023 Form 5500 filing — Shady Hill School Dc And Tda 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 20241011071034NAL0021469057001) for Shady Hill School Dc And Tda Retirement Plan, reported by Shady Hill School Corporation under EIN 04-2103628 and plan number 001. It reports 490 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)$60.6MReported net assets$60,600,652
Participants490
Provider compensation$6001 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011071034NAL0021469057001
Plan sponsor
Shady Hill School Corporation
EIN
04-2103628
Plan number
001
Location
Cambridge, MA
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)$60.6M total assets
Net assets$60.6MLiabilities$0
Money in vs. money out
Total income / additions$11.4M
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$893.5K
Participant$1.3M
Full reported line items
Total assets (EOY)
$60,600,652
Total liabilities (EOY)
$0
Net assets (EOY)
$60,600,652
Employer contributions
$893,462
Participant contributions
$1,259,844
Total income / additions
$11,394,480
Benefits paid
$1,719,028
Administrative expenses
$300
Total expenses
$1,719,328
Net increase / (decrease)
$9,675,152
Schedule C

Reported service provider compensation

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

  1. 1
    Tiaa$600
    RECORDKEEPER · Direct $600 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011071034NAL0021469057001 cover?
It is the 2023 Form 5500 filing for Shady Hill School Dc And Tda Retirement Plan, reported by Shady Hill School Corporation (EIN 04-2103628).
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