Savannah Country Day School, Inc. Retirement Plan Tax Deferred — Form 5500 plan (Savannah Country 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, Savannah Country Day School, Inc. Retirement Plan Tax Deferred is a benefit plan reported by Savannah Country Day School, Inc. under EIN 58-0655290 and plan number 002. The latest loaded filing year is 2023. The filing reports 476 participants and $48,310,288 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Savannah Country Day School, Inc.
EIN
58-0655290
Plan number
002
Plan type
2
Location
Savannah, GA
Latest filing year
2023
Participants
476
End-of-year plan assets
$48,310,288

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023476H, C20241205063721NAL0002874579001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$48,310,288
Total liabilities (EOY)
$0
Net assets (EOY)
$48,310,288
Net assets (BOY)
$43,246,009

Income & contributions

Employer contributions
$515,208
Participant contributions
$891,337
Total contributions
$2,011,772
Total income / additions
$8,071,851

Expenses & distributions

Benefits paid
$2,940,727
Administrative expenses
$67,794
Total expenses
$3,008,521
Net increase / (decrease)
$5,063,330

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cannon Financial Strategists, Inc.CONSULTANT$46,181not reported in the loaded dataset2023
Tiaa-CrefRECORD KEEPER$24,876$02023

Related Form 5500 pages