Plan5500

Burgundy Farm Country Day School Defined Retirement Plan — Form 5500 plan (Burgundy Farm 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, Burgundy Farm Country Day School Defined Retirement Plan is a benefit plan reported by Burgundy Farm Country Day School under EIN 54-0540100 and plan number 002. The latest loaded filing year is 2023. The filing reports 179 participants and $19,811,135 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$19.8MPlan net assets, end of year$19,811,135
Participants179Covered participants reported
Assets / participant$110.7KComputed: assets ÷ participants$110,677 (computed)
Provider compensation$29K2 Schedule C provider row(s)$28,988
Plan sponsor
Burgundy Farm Country Day School
EIN
54-0540100
Plan number
002
Plan type
2
Location
Alexandria, VA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    179 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$19.8M total assets
Net assets$19.8MLiabilities—
Money in vs. money out
Total income / additions$3M
Total expenses$693.1K
Benefits paid / distributions$664.2K
Contributions
Employer$303.1K
Participant$259.7K
Full reported line items

Net assets

Total assets (EOY)
$19,811,135
Net assets (EOY)
$19,811,135
Net assets (BOY)
$17,477,921

Income & contributions

Employer contributions
$303,092
Participant contributions
$259,726
Total contributions
$562,818
Total income / additions
$3,026,358

Expenses & distributions

Benefits paid
$664,156
Administrative expenses
$28,988
Total expenses
$693,144
Net increase / (decrease)
$2,333,214
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 54%Participant 46%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Tiaa$14.8K
    SERVICE PROVIDER · Direct $14.8K · Indirect $0
  2. 2
    Global Retirement Partners$14.1K
    SERVICE PROVIDER · Direct $14.1K

What to inspect next

Frequently asked questions

Who sponsors the Burgundy Farm Country Day School Defined Retirement Plan?
Burgundy Farm Country Day School Defined Retirement Plan is reported as sponsored by Burgundy Farm Country Day School (EIN 54-0540100, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Burgundy Farm Country Day School Defined Retirement Plan?
The latest Form 5500 filing year loaded for Burgundy Farm Country Day School Defined Retirement Plan is 2023.
How many participants does Burgundy Farm Country Day School Defined Retirement Plan report?
Burgundy Farm Country Day School Defined Retirement Plan reports 179 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Burgundy Farm Country Day School Defined Retirement Plan?
Burgundy Farm Country Day School Defined Retirement Plan reports $19,811,135 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages