2023 Form 5500 filing — Marin Country Day School Defined Contribution 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 20241011142227NAL0012588003001) for Marin Country Day School Defined Contribution 403(B) Retirement Plan, reported by Marin Country Day School under EIN 94-1375791 and plan number 001. It reports 398 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)$58.7MReported net assets$58,652,322
Participants398
Provider compensation$65.9K2 Schedule C row(s)$65,891
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011142227NAL0012588003001
Plan sponsor
Marin Country Day School
EIN
94-1375791
Plan number
001
Location
Corte Madera, CA
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)$58.7M total assets
Net assets$58.7MLiabilities$0
Money in vs. money out
Total income / additions$10.9M
Total expenses$2.5M
Benefits paid / distributions$2.5M
Contributions
Employer$760.3K
Participant$1.8M
Full reported line items
Total assets (EOY)
$58,652,322
Total liabilities (EOY)
$0
Net assets (EOY)
$58,652,322
Employer contributions
$760,281
Participant contributions
$1,810,376
Total income / additions
$10,896,836
Benefits paid
$2,478,278
Administrative expenses
$66,210
Total expenses
$2,544,488
Net increase / (decrease)
$8,352,348
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $47.3K
  2. 2
    Tiaa$18.6K
    RECORDKEEPER · Direct $18.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011142227NAL0012588003001 cover?
It is the 2023 Form 5500 filing for Marin Country Day School Defined Contribution 403(B) Retirement Plan, reported by Marin Country Day School (EIN 94-1375791).
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