2023 Form 5500 filing — St. Francis Day School Defined Contribution Plan St. Francis Day School 403(B) Tda 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 20250430110300NAL0002594192001) for St. Francis Day School Defined Contribution Plan St. Francis Day School 403(B) Tda Plan, reported by St. Francis Day School, Inc. under EIN 58-1266732 and plan number 001. It reports 260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$14.1MReported net assets$14,052,565
Participants260
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250430110300NAL0002594192001
Plan sponsor
St. Francis Day School, Inc.
EIN
58-1266732
Plan number
001
Location
Roswell, GA
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)$14.1M total assets
Net assets$14.1MLiabilities
Money in vs. money out
Total income / additions$2.9M
Total expenses$881.6K
Benefits paid / distributions$880.8K
Contributions
Employer$361.6K
Participant$299.4K
Full reported line items
Total assets (EOY)
$14,052,565
Net assets (EOY)
$14,052,565
Employer contributions
$361,571
Participant contributions
$299,444
Total income / additions
$2,905,602
Benefits paid
$880,776
Administrative expenses
$868
Total expenses
$881,644
Net increase / (decrease)
$2,023,958

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250430110300NAL0002594192001 cover?
It is the 2023 Form 5500 filing for St. Francis Day School Defined Contribution Plan St. Francis Day School 403(B) Tda Plan, reported by St. Francis Day School, Inc. (EIN 58-1266732).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages