Plan5500

Beaver Country Day Defined Contribution And Tax Deferred Annuity Retirement Plan — Form 5500 plan (Beaver Country Day School, Inc.)

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, Beaver Country Day Defined Contribution And Tax Deferred Annuity Retirement Plan is a benefit plan reported by Beaver Country Day School, Inc. under EIN 04-2103869 and plan number 001. The latest loaded filing year is 2023. The filing reports 344 participants and $45,506,194 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Beaver Country Day School, Inc.
EIN
04-2103869
Plan number
001
Plan type
2
Location
Chestnut Hill, MA
Latest filing year
2023
Participants
344
End-of-year plan assets
$45,506,194

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023344H, C20250131093138NAL0004402338001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,506,194
Net assets (EOY)
$45,506,194
Net assets (BOY)
$40,156,081

Income & contributions

Employer contributions
$998,361
Participant contributions
$1,309,608
Total contributions
$2,339,770
Total income / additions
$8,290,251

Expenses & distributions

Benefits paid
$2,892,731
Administrative expenses
$47,407
Total expenses
$2,940,138
Net increase / (decrease)
$5,350,113

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alexander Aronson Finning CpaAUDITOR$19,991not reported in the loaded dataset2023
Tiaa - Teachers Insurance And AnnuiCUSTODIAN$19,016$02023

Related Form 5500 pages