2023 Form 5500 filing — Miami Valley School Dc 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 20250411134110NAL0026212385001) for Miami Valley School Dc Retirement Plan, reported by The Miami Valley School under EIN 31-0591154 and plan number 001. It reports 346 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)$19.6MReported net assets$19,559,410
Participants346
Provider compensation$3151 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250411134110NAL0026212385001
Plan sponsor
The Miami Valley School
EIN
31-0591154
Plan number
001
Location
Dayton, OH
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)$19.6M total assets
Net assets$19.6MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$2.4M
Benefits paid / distributions$2.4M
Contributions
Employer$258.5K
Participant$428.2K
Full reported line items
Total assets (EOY)
$19,559,410
Total liabilities (EOY)
$0
Net assets (EOY)
$19,559,410
Employer contributions
$258,476
Participant contributions
$428,153
Total income / additions
$3,192,213
Benefits paid
$2,380,245
Administrative expenses
$1,664
Total expenses
$2,381,909
Net increase / (decrease)
$810,304
Schedule C

Reported service provider compensation

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

  1. 1
    Tiaa$315
    RECORDKEEPER · Direct $315 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250411134110NAL0026212385001 cover?
It is the 2023 Form 5500 filing for Miami Valley School Dc Retirement Plan, reported by The Miami Valley School (EIN 31-0591154).
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