2023 Form 5500 filing — St. Albans Country Day School 401(K) Profit Sharing

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 20241105154959NAL0008966881001) for St. Albans Country Day School 401(K) Profit Sharing, reported by St. Albans Country Day School under EIN 94-1559246 and plan number 001. It reports 42 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.5MReported net assets$5,462,687
Participants42
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241105154959NAL0008966881001
Plan sponsor
St. Albans Country Day School
EIN
94-1559246
Plan number
001
Location
Roseville, 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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.5M total assets
Net assets$5.5MLiabilities$0
Money in vs. money out
Total income / additions$893K
Total expenses$536.3K
Benefits paid / distributions$504.1K
Contributions
Employer$128.2K
Participant$197.1K
Full reported line items
Total assets (EOY)
$5,462,687
Total liabilities (EOY)
$0
Net assets (EOY)
$5,462,687
Employer contributions
$128,229
Participant contributions
$197,057
Total income / additions
$892,953
Benefits paid
$504,053
Administrative expenses
$8,858
Total expenses
$536,299
Net increase / (decrease)
$356,654

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241105154959NAL0008966881001 cover?
It is the 2023 Form 5500 filing for St. Albans Country Day School 401(K) Profit Sharing, reported by St. Albans Country Day School (EIN 94-1559246).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages