2023 Form 5500 filing — Ashley Hall 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 20250130132538NAL0001876178001) for Ashley Hall Defined Contribution Retirement Plan, reported by Ashley Hall School under EIN 57-0314364 and plan number 001. It reports 318 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)$0Reported net assets

Participants318

Provider compensation$58.9K2 Schedule C row(s)$58,890

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250130132538NAL0001876178001
Plan sponsor: Ashley Hall School
EIN: 57-0314364
Plan number: 001
Location: Charleston, 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.

Money in vs. money out

Total income / additions$3.7M

Total expenses$2.9M

Benefits paid / distributions$2.8M

Contributions

Employer$480.5K

Participant$709.4K

Full reported line items

Total assets (EOY): $0
Total liabilities (EOY): $0
Net assets (EOY): $0
Employer contributions: $480,521
Participant contributions: $709,384
Total income / additions: $3,668,393
Benefits paid: $2,809,147
Administrative expenses: $58,739
Total expenses: $2,867,886
Net increase / (decrease): $800,507

Schedule C

Reported service provider compensation

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

1
Ashley Hall Foundation$47.8K
OTHER FEE · Direct $47.8K
2
Tiaa$11.1K
RECORDKEEPER · Direct $11.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250130132538NAL0001876178001 cover?: It is the 2023 Form 5500 filing for Ashley Hall Defined Contribution Retirement Plan, reported by Ashley Hall School (EIN 57-0314364).
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).