Glenelg Country School Dc Retirement Plan — Form 5500 plan (Glenelg Country 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, Glenelg Country School Dc Retirement Plan is a benefit plan reported by Glenelg Country School under EIN 52-0674564 and plan number 001. The latest loaded filing year is 2023. The filing reports 368 participants and $31,096,038 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Glenelg Country School
- EIN
- 52-0674564
- Plan number
- 001
- Plan type
- 2
- Location
- Ellicott City, MD
- Latest filing year
- 2023
- Participants
- 368
- End-of-year plan assets
- $31,096,038
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 368 | H, C | 20241015155658NAL0029022497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,096,038
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,096,038
- Net assets (BOY)
- $28,077,438
Income & contributions
- Employer contributions
- $315,039
- Participant contributions
- $669,250
- Total contributions
- $1,122,437
- Total income / additions
- $5,517,467
Expenses & distributions
- Benefits paid
- $2,498,517
- Administrative expenses
- $350
- Total expenses
- $2,498,867
- Net increase / (decrease)
- $3,018,600
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $925 | $0 | 2023 |