2023 Form 5500 filing — Davidson Day 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 20250224100752NAL0006138195001) for Davidson Day School Retirement Plan, reported by Davidson Day School under EIN 11-1976223 and plan number 001. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250224100752NAL0006138195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Davidson Day School
- EIN
- 11-1976223
- Plan number
- 001
- Location
- Davidson, NC
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,593,766
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,593,766
- Employer contributions
- $172,079
- Participant contributions
- $377,481
- Total income / additions
- $1,269,142
- Benefits paid
- $297,569
- Administrative expenses
- $35,682
- Total expenses
- $333,251
- Net increase / (decrease)
- $935,891
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cornerstone Wealth Group, LLC | INVESTMENT ADVISOR | $19,421 | not reported in the loaded dataset |
| Ascensus Holding Inc Dba Futureplan | CONTRACT ADMIN | $240 | $2,368 |
| Empower Annuity Insurance Company O | CONTRACT ADMIN | $200 | $0 |