2023 Form 5500 filing — Carolina 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 20241015162907NAL0030342897001) for Carolina Day School Defined Contribution Retirement Plan, reported by Carolina Day School, Inc. under EIN 56-0125490 and plan number 001. It reports 357 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162907NAL0030342897001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carolina Day School, Inc.
- EIN
- 56-0125490
- Plan number
- 001
- Location
- Asheville, NC
- Participants
- 357
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,951,993
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,951,993
- Employer contributions
- $402,073
- Participant contributions
- $381,043
- Total income / additions
- $2,971,454
- Benefits paid
- $973,881
- Administrative expenses
- $54,582
- Total expenses
- $1,028,463
- Net increase / (decrease)
- $1,942,991
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Millenium Advisory Services, Inc | ADVISOR | $22,695 | not reported in the loaded dataset |
| Tiaa- Teachers Group & Annuity | RECORDKEEPER | $20,649 | $0 |
| Trg Advisors, Inc | ADVISOR | $11,313 | not reported in the loaded dataset |