2023 Form 5500 filing — The Rumson 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 20241015183406NAL0017052419001) for The Rumson Country Day School Dc Retirement Plan, reported by The Rumson Country Day School under EIN 21-0639372 and plan number 001. It reports 224 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)$28.3MReported net assets$28,287,347
Participants224
Provider compensation$2501 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015183406NAL0017052419001
Plan sponsor
The Rumson Country Day School
EIN
21-0639372
Plan number
001
Location
Rumson, NJ
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)$28.3M total assets
Net assets$28.3MLiabilities$0
Money in vs. money out
Total income / additions$4.9M
Total expenses$892.2K
Benefits paid / distributions$892.2K
Contributions
Employer$375.1K
Participant$538.2K
Full reported line items
Total assets (EOY)
$28,287,347
Total liabilities (EOY)
$0
Net assets (EOY)
$28,287,347
Employer contributions
$375,082
Participant contributions
$538,227
Total income / additions
$4,851,354
Benefits paid
$892,151
Administrative expenses
$0
Total expenses
$892,151
Net increase / (decrease)
$3,959,203
Schedule C

Reported service provider compensation

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

  1. 1
    Tiaa$250
    RECORDKEEPER · Direct $250 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015183406NAL0017052419001 cover?
It is the 2023 Form 5500 filing for The Rumson Country Day School Dc Retirement Plan, reported by The Rumson Country Day School (EIN 21-0639372).
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