Hamden Hall Country Day School Dc Retirement Plan — Form 5500 plan (Hamden Hall 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, Hamden Hall Country Day School Dc Retirement Plan is a benefit plan reported by Hamden Hall School, Inc. under EIN 06-0662137 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $48,435,621 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hamden Hall School, Inc.
EIN
06-0662137
Plan number
001
Plan type
2
Location
Hamden, CT
Latest filing year
2023
Participants
233
End-of-year plan assets
$48,435,621

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023233H, C20241218160006NAL0003880849001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$48,435,621
Net assets (EOY)
$48,435,621
Net assets (BOY)
$43,587,310

Income & contributions

Employer contributions
$637,109
Participant contributions
$743,462
Total contributions
$1,380,571
Total income / additions
$7,056,296

Expenses & distributions

Benefits paid
$2,152,486
Administrative expenses
$55,499
Total expenses
$2,207,985
Net increase / (decrease)
$4,848,311

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaINSURANCE CARRIER$32,449$02023
Levitsky & Berney, PcPLAN AUDITOR$19,500not reported in the loaded dataset2023

Related Form 5500 pages