2023 Form 5500 filing — Hamden Hall 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 20241218160006NAL0003880849001) for Hamden Hall Country Day School Dc Retirement Plan, reported by Hamden Hall School, Inc. under EIN 06-0662137 and plan number 001. It reports 233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241218160006NAL0003880849001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hamden Hall School, Inc.
- EIN
- 06-0662137
- Plan number
- 001
- Location
- Hamden, CT
- Participants
- 233
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,435,621
- Net assets (EOY)
- $48,435,621
- Employer contributions
- $637,109
- Participant contributions
- $743,462
- Total income / additions
- $7,056,296
- Benefits paid
- $2,152,486
- Administrative expenses
- $55,499
- Total expenses
- $2,207,985
- Net increase / (decrease)
- $4,848,311
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | INSURANCE CARRIER | $32,449 | $0 |
| Levitsky & Berney, Pc | PLAN AUDITOR | $19,500 | not reported in the loaded dataset |