Saddle River Day School Dc And Tda Retirement Plan — Form 5500 plan (Saddle River 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, Saddle River Day School Dc And Tda Retirement Plan is a benefit plan reported by Saddle River Day School, Inc. under EIN 22-1612735 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $17,506,891 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Saddle River Day School, Inc.
EIN
22-1612735
Plan number
001
Plan type
2
Location
Saddle River, NJ
Latest filing year
2023
Participants
159
End-of-year plan assets
$17,506,891

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023159H, C20241015133204NAL0016498243001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,506,891
Total liabilities (EOY)
$0
Net assets (EOY)
$17,506,891
Net assets (BOY)
$15,570,577

Income & contributions

Employer contributions
$296,424
Participant contributions
$415,783
Total contributions
$712,207
Total income / additions
$2,752,649

Expenses & distributions

Benefits paid
$781,545
Administrative expenses
$34,790
Total expenses
$816,335
Net increase / (decrease)
$1,936,314

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Smith & Howard PcACCOUNTANT$24,000not reported in the loaded dataset2023
TiaaRECORDKEEPER$782$02023

Related Form 5500 pages