2023 Form 5500 filing — Presbyterian 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 20250228141901NAL0002387826001) for Presbyterian Day School Retirement Plan, reported by Presbyterian Day School under EIN 62-0811568 and plan number 001. It reports 135 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)$13.7MReported net assets$13,700,458
Participants135
Provider compensation$23.5K2 Schedule C row(s)$23,465
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250228141901NAL0002387826001
Plan sponsor
Presbyterian Day School
EIN
62-0811568
Plan number
001
Location
Memphis, TN
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)$13.7M total assets
Net assets$13.7MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$948.8K
Benefits paid / distributions$906.3K
Contributions
Employer$191.1K
Participant$485.6K
Full reported line items
Total assets (EOY)
$13,700,458
Total liabilities (EOY)
$0
Net assets (EOY)
$13,700,458
Employer contributions
$191,122
Participant contributions
$485,604
Total income / additions
$2,846,453
Benefits paid
$906,343
Administrative expenses
$41,596
Total expenses
$948,812
Net increase / (decrease)
$1,897,641
Schedule C

Reported service provider compensation

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

  1. 1
    SERVICE PROVIDER · Indirect $23.5K
  2. 2
    SERVICE PROVIDER · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250228141901NAL0002387826001 cover?
It is the 2023 Form 5500 filing for Presbyterian Day School Retirement Plan, reported by Presbyterian Day School (EIN 62-0811568).
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