2023 Form 5500 filing — Beaver Country Day Defined Contribution And Tax Deferred Annuity 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 20250131093138NAL0004402338001) for Beaver Country Day Defined Contribution And Tax Deferred Annuity Retirement Plan, reported by Beaver Country Day School, Inc. under EIN 04-2103869 and plan number 001. It reports 344 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250131093138NAL0004402338001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beaver Country Day School, Inc.
- EIN
- 04-2103869
- Plan number
- 001
- Location
- Chestnut Hill, MA
- Participants
- 344
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,506,194
- Net assets (EOY)
- $45,506,194
- Employer contributions
- $998,361
- Participant contributions
- $1,309,608
- Total income / additions
- $8,290,251
- Benefits paid
- $2,892,731
- Administrative expenses
- $47,407
- Total expenses
- $2,940,138
- Net increase / (decrease)
- $5,350,113
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alexander Aronson Finning Cpa | AUDITOR | $19,991 | not reported in the loaded dataset |
| Tiaa - Teachers Insurance And Annui | CUSTODIAN | $19,016 | $0 |