2023 Form 5500 filing — Lancaster Country Day School Section 403(B) 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 20250616101311NAL0001985762001) for Lancaster Country Day School Section 403(B) Plan, reported by Lancaster Country Day School under EIN 23-1352396 and plan number 003. It reports 250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250616101311NAL0001985762001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lancaster Country Day School
- EIN
- 23-1352396
- Plan number
- 003
- Location
- Lancaster, PA
- Participants
- 250
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,614,560
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,614,560
- Employer contributions
- $355,774
- Participant contributions
- $595,716
- Total income / additions
- $4,773,505
- Benefits paid
- $1,077,979
- Administrative expenses
- $50,435
- Total expenses
- $1,146,760
- Net increase / (decrease)
- $3,626,745
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wealth Enhancement Advisory | ADVISOR | $27,523 | not reported in the loaded dataset |
| Penserv Plan Services | RECORDKEEPER | $15,250 | not reported in the loaded dataset |
| Matrix Trust Company | CUSTODIAN | $7,662 | not reported in the loaded dataset |