Rocky Hill Country Day School 403(B) Retirement Plan — Form 5500 plan (Rocky Hill 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, Rocky Hill Country Day School 403(B) Retirement Plan is a benefit plan reported by Rocky Hill Country Day School under EIN 05-0277258 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $13,545,096 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rocky Hill Country Day School
- EIN
- 05-0277258
- Plan number
- 001
- Plan type
- 2
- Location
- East Greenwich, RI
- Latest filing year
- 2023
- Participants
- 200
- End-of-year plan assets
- $13,545,096
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 200 | H, C | 20240916154350NAL0000720963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,545,096
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,545,096
- Net assets (BOY)
- $12,537,403
Income & contributions
- Employer contributions
- $55,008
- Participant contributions
- $315,048
- Total contributions
- $386,667
- Total income / additions
- $2,304,831
Expenses & distributions
- Benefits paid
- $1,283,624
- Administrative expenses
- $13,514
- Total expenses
- $1,297,138
- Net increase / (decrease)
- $1,007,693
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial Network | SERVICE PROVIDER | $9,214 | not reported in the loaded dataset | 2023 |
| Tiaa | SERVICE PROVIDER | $4,375 | $0 | 2023 |