2023 Form 5500 filing — Connelly School Of The Holy Child 403(B) Dc 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 20250613094303NAL0028538864001) for Connelly School Of The Holy Child 403(B) Dc Plan, reported by Connelly School Of The Holy Child under EIN 52-0743609 and plan number 002. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250613094303NAL0028538864001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Connelly School Of The Holy Child
- EIN
- 52-0743609
- Plan number
- 002
- Location
- Potomac, MD
- Participants
- 221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,341,035
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,341,035
- Employer contributions
- $356,408
- Participant contributions
- $427,227
- Total income / additions
- $2,670,829
- Benefits paid
- $750,129
- Administrative expenses
- $3,093
- Total expenses
- $753,222
- Net increase / (decrease)
- $1,917,607
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $574 | $0 |