2023 Form 5500 filing — Spartanburg 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 20241016110115NAL0031629905001) for Spartanburg Day School Defined Contribution Retirement Plan, reported by Spartanburg Day School under EIN 57-0371816 and plan number 001. It reports 249 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$17,616,774

Participants249

Provider compensation$18.8K4 Schedule C row(s)$18,826

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241016110115NAL0031629905001
Plan sponsor: Spartanburg Day School
EIN: 57-0371816
Plan number: 001
Location: Spartanburg, SC
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$0

Money in vs. money out

Total income / additions$3.1M

Total expenses$808.9K

Benefits paid / distributions$789.3K

Contributions

Employer$258.1K

Participant$369.7K

Full reported line items

Total assets (EOY): $17,616,774
Total liabilities (EOY): $0
Net assets (EOY): $17,616,774
Employer contributions: $258,070
Participant contributions: $369,693
Total income / additions: $3,108,068
Benefits paid: $789,342
Administrative expenses: $19,539
Total expenses: $808,881
Net increase / (decrease): $2,299,187

Schedule C

Reported service provider compensation

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

1
Swaim Brown$11K
AUDITOR · Direct $11K
2
Tiaa$3K
RECORDKEEPER · Direct $3K · Indirect $0
3
Cbiz Investment Advisory Services$2.7K
ADVISOR · Direct $2.7K
4
New Pinnacle Consulting Group, LLC$2.1K
CONSULTANT - PENSION · Direct $2.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241016110115NAL0031629905001 cover?: It is the 2023 Form 5500 filing for Spartanburg Day School Defined Contribution Retirement Plan, reported by Spartanburg Day School (EIN 57-0371816).
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).