Greenwich Country Day School Defined Contribution Plan — Form 5500 plan (Greenwich 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, Greenwich Country Day School Defined Contribution Plan is a benefit plan reported by Greenwich Country Day School under EIN 06-0646657 and plan number 001. The latest loaded filing year is 2023. The filing reports 706 participants and $114,507,723 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Greenwich Country Day School
- EIN
- 06-0646657
- Plan number
- 001
- Plan type
- 2
- Location
- Greenwich, CT
- Latest filing year
- 2023
- Participants
- 706
- End-of-year plan assets
- $114,507,723
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 706 | H, C | 20241007135053NAL0027618816001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $114,507,723
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $114,507,723
- Net assets (BOY)
- $100,093,689
Income & contributions
- Employer contributions
- $3,063,267
- Participant contributions
- $2,301,020
- Total contributions
- $5,414,179
- Total income / additions
- $20,932,157
Expenses & distributions
- Benefits paid
- $6,469,797
- Administrative expenses
- $48,326
- Total expenses
- $6,518,123
- Net increase / (decrease)
- $14,414,034
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services, LLC | CONSULTANT | $18,000 | not reported in the loaded dataset | 2023 |
| Cbiz | CONSULTANT | $17,722 | not reported in the loaded dataset | 2023 |
| Massa & Associates, Inc. | CONSULTANT | $11,854 | not reported in the loaded dataset | 2023 |
| Tiaa | ADMINISTRATOR | $750 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Greenwich Country Day School
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Greenwich, CT
- Kestra Advisory Services, LLC — Schedule C compensation
- Cbiz — Schedule C compensation
- Massa & Associates, Inc. — Schedule C compensation
- Tiaa — Schedule C compensation