2023 Form 5500 filing — The Jemicy 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 20250606114050NAL0021548096001) for The Jemicy School Retirement Plan, reported by The Jemicy School under EIN 52-0976194 and plan number 001. It reports 282 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)$23.5MReported net assets$23,499,320
Participants282
Provider compensation$49.9K3 Schedule C row(s)$49,914
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250606114050NAL0021548096001
Plan sponsor
The Jemicy School
EIN
52-0976194
Plan number
001
Location
Owings Mills, 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)$23.5M total assets
Net assets$23.5MLiabilities$0
Money in vs. money out
Total income / additions$5.4M
Total expenses$1.8M
Benefits paid / distributions$1.7M
Contributions
Employer$635K
Participant$903.4K
Full reported line items
Total assets (EOY)
$23,499,320
Total liabilities (EOY)
$0
Net assets (EOY)
$23,499,320
Employer contributions
$635,026
Participant contributions
$903,371
Total income / additions
$5,353,608
Benefits paid
$1,720,047
Administrative expenses
$49,389
Total expenses
$1,788,782
Net increase / (decrease)
$3,564,826
Schedule C

Reported service provider compensation

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

  1. 1
    Tiaa$29.6K
    RECORDKEEPER · Direct $29.6K · Indirect $0
  2. 2
    ADVISOR · Direct $20K
  3. 3
    SERVICE PROVIDER · Direct $300 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250606114050NAL0021548096001 cover?
It is the 2023 Form 5500 filing for The Jemicy School Retirement Plan, reported by The Jemicy School (EIN 52-0976194).
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