2023 Form 5500 filing — Severn School 403(B) 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 20250506103400NAL0009149825001) for Severn School 403(B) Retirement Plan, reported by Severn School, Inc. under EIN 52-0591466 and plan number 001. It reports 431 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$51.4MReported net assets$51,350,081
Participants431
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250506103400NAL0009149825001
Plan sponsor
Severn School, Inc.
EIN
52-0591466
Plan number
001
Location
Severna Park, 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)$51.4M total assets
Net assets$51.4MLiabilities$0
Money in vs. money out
Total income / additions$8.7M
Total expenses$4.1M
Benefits paid / distributions$4.1M
Contributions
Employer$1M
Participant$947.5K
Full reported line items
Total assets (EOY)
$51,350,081
Total liabilities (EOY)
$0
Net assets (EOY)
$51,350,081
Employer contributions
$1,027,228
Participant contributions
$947,521
Total income / additions
$8,727,448
Benefits paid
$4,145,255
Administrative expenses
$0
Total expenses
$4,145,255
Net increase / (decrease)
$4,582,193

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250506103400NAL0009149825001 cover?
It is the 2023 Form 5500 filing for Severn School 403(B) Retirement Plan, reported by Severn School, Inc. (EIN 52-0591466).
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