2023 Form 5500 filing — Maumee Valley Country Day School Dc 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 20241015084157NAL0029042385001) for Maumee Valley Country Day School Dc Retirement Plan, reported by Maumee Valley Country Day School under EIN 34-4431301 and plan number 001. It reports 274 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)$17.6MReported net assets$17,591,775
Participants274
Provider compensation$38.7K3 Schedule C row(s)$38,687
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015084157NAL0029042385001
Plan sponsor
Maumee Valley Country Day School
EIN
34-4431301
Plan number
001
Location
Toledo, OH
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)$17.6M total assets
Net assets$17.6MLiabilities$715
Money in vs. money out
Total income / additions$3M
Total expenses$2.4M
Benefits paid / distributions$2.3M
Contributions
Employer$205.8K
Participant$346.8K
Full reported line items
Total assets (EOY)
$17,592,490
Total liabilities (EOY)
$715
Net assets (EOY)
$17,591,775
Employer contributions
$205,797
Participant contributions
$346,756
Total income / additions
$3,041,074
Benefits paid
$2,324,218
Administrative expenses
$29,190
Total expenses
$2,353,408
Net increase / (decrease)
$687,666
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $28.1K
  2. 2
    INVESTMENT ADVISOR · Direct $0 · Indirect $10.6K
  3. 3
    INVESTMENT ADVISOR · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015084157NAL0029042385001 cover?
It is the 2023 Form 5500 filing for Maumee Valley Country Day School Dc Retirement Plan, reported by Maumee Valley Country Day School (EIN 34-4431301).
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