Shore Country Day School 403(B) Dc Plan — Form 5500 plan (Shore Country 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, Shore Country Day School 403(B) Dc Plan is a benefit plan reported by Shore Country Day School under EIN 04-2104926 and plan number 001. The latest loaded filing year is 2023. The filing reports 244 participants and $28,996,789 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shore Country Day School
- EIN
- 04-2104926
- Plan number
- 001
- Plan type
- 2
- Location
- Beverly, MA
- Latest filing year
- 2023
- Participants
- 244
- End-of-year plan assets
- $28,996,789
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 244 | H, C | 20241004081319NAL0011920609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,996,789
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,996,789
- Net assets (BOY)
- $26,087,210
Income & contributions
- Employer contributions
- $423,033
- Participant contributions
- $673,255
- Total contributions
- $1,096,288
- Total income / additions
- $4,888,062
Expenses & distributions
- Benefits paid
- $1,946,203
- Administrative expenses
- $28,826
- Total expenses
- $1,978,483
- Net increase / (decrease)
- $2,909,579
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tonneson & Company | AUDITOR | $14,705 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $8,806 | $0 | 2023 |
| Well And Good LLC | ADVISOR | $3,250 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTANT PENSION | $2,140 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shore Country Day School
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Beverly, MA
- Tonneson & Company — Schedule C compensation
- Tiaa — Schedule C compensation
- Well And Good LLC — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation