2023 Form 5500 filing — Mcdonogh School 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 20250214065634NAL0023648385001) for Mcdonogh School Retirement Plan, reported by Mcdonogh School, Incorporated under EIN 52-6001577 and plan number 004. It reports 678 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)$72.5MReported net assets$72,467,793
Participants678
Provider compensation$81.9K2 Schedule C row(s)$81,934
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250214065634NAL0023648385001
Plan sponsor
Mcdonogh School, Incorporated
EIN
52-6001577
Plan number
004
Location
Owing Mills, MD
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.

Reported balance (end of year)$72.5M total assets
Net assets$72.5MLiabilities
Money in vs. money out
Total income / additions$12.8M
Total expenses$6.7M
Benefits paid / distributions$6.6M
Contributions
Employer$1.5M
Participant$2M
Full reported line items
Total assets (EOY)
$72,467,793
Net assets (EOY)
$72,467,793
Employer contributions
$1,460,980
Participant contributions
$1,997,393
Total income / additions
$12,805,473
Benefits paid
$6,638,318
Administrative expenses
$81,934
Total expenses
$6,721,181
Net increase / (decrease)
$6,084,292
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $81.9K · Indirect $0
  2. 2
    SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250214065634NAL0023648385001 cover?
It is the 2023 Form 5500 filing for Mcdonogh School Retirement Plan, reported by Mcdonogh School, Incorporated (EIN 52-6001577).
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).

Related Form 5500 pages