Episcopal Day School, Inc. — Form 5500 plan (Episcopal Day School)
Plain-English plan 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, Episcopal Day School, Inc. is a benefit plan reported by Episcopal Day School under EIN 03-0518244 and plan number 002. The latest loaded filing year is 2023. The filing reports 39 participants and $2,275,729 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Episcopal Day School
- EIN
- 03-0518244
- Plan number
- 002
- Plan type
- 2
- Location
- Southern Pines, NC
- Latest filing year
- 2023
- Participants
- 39
- End-of-year plan assets
- $2,275,729
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 39 | I | 20240719114517NAL0006778897001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,275,729
- Net assets (EOY)
- $2,275,729
- Net assets (BOY)
- $1,846,841
Income & contributions
- Employer contributions
- $96,344
- Participant contributions
- $82,087
- Total income / additions
- $461,438
Expenses & distributions
- Benefits paid
- $32,550
- Total expenses
- $32,550
- Net increase / (decrease)
- $428,888
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.