2023 Form 5500 filing — Savannah Country Day School, Inc. Retirement Plan Tax Deferred
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 20241205063721NAL0002874579001) for Savannah Country Day School, Inc. Retirement Plan Tax Deferred, reported by Savannah Country Day School, Inc. under EIN 58-0655290 and plan number 002. It reports 476 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241205063721NAL0002874579001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Savannah Country Day School, Inc.
- EIN
- 58-0655290
- Plan number
- 002
- Location
- Savannah, GA
- Participants
- 476
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,310,288
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,310,288
- Employer contributions
- $515,208
- Participant contributions
- $891,337
- Total income / additions
- $8,071,851
- Benefits paid
- $2,940,727
- Administrative expenses
- $67,794
- Total expenses
- $3,008,521
- Net increase / (decrease)
- $5,063,330
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cannon Financial Strategists, Inc. | CONSULTANT | $46,181 | not reported in the loaded dataset |
| Tiaa-Cref | RECORD KEEPER | $24,876 | $0 |