Madison Country Day School Defined Contribution Retirement Plan — Form 5500 plan (Madison 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, Madison Country Day School Defined Contribution Retirement Plan is a benefit plan reported by Madison Country Day School under EIN 39-1832986 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $8,280,683 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Madison Country Day School
- EIN
- 39-1832986
- Plan number
- 001
- Plan type
- 2
- Location
- Waunakee, WI
- Latest filing year
- 2023
- Participants
- 196
- End-of-year plan assets
- $8,280,683
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 196 | H, C | 20250415162552NAL0003617521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,280,683
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,280,683
- Net assets (BOY)
- $6,855,953
Income & contributions
- Employer contributions
- $279,189
- Participant contributions
- $343,254
- Total contributions
- $654,716
- Total income / additions
- $1,836,028
Expenses & distributions
- Benefits paid
- $398,662
- Administrative expenses
- $12,636
- Total expenses
- $411,298
- Net increase / (decrease)
- $1,424,730
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa Teachers Insurance And Annuity | CONTRACT ADMINISTRATOR | $12,636 | not reported in the loaded dataset | 2023 |