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, Carolina Day School Defined Contribution Retirement Plan is a benefit plan reported by Carolina Day School, Inc. under EIN 56-0125490 and plan number 001. The latest loaded filing year is 2023. The filing reports 357 participants and $14,951,993 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,951,993
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,951,993
- Net assets (BOY)
- $13,009,002
Income & contributions
- Employer contributions
- $402,073
- Participant contributions
- $381,043
- Total contributions
- $802,673
- Total income / additions
- $2,971,454
Expenses & distributions
- Benefits paid
- $973,881
- Administrative expenses
- $54,582
- Total expenses
- $1,028,463
- Net increase / (decrease)
- $1,942,991