Plan5500

Augusta Preparatory Day School Defined Contribution Retirement Plan — Form 5500 plan (Augusta Preparatory 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, Augusta Preparatory Day School Defined Contribution Retirement Plan is a benefit plan reported by Augusta Preparatory Day School under EIN 58-1874724 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Augusta Preparatory Day School
EIN
58-1874724
Plan number
001
Plan type
2
Location
Martinez, GA
Latest filing year
2023
Participants
168
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023168H, C20241003141102NAL0017220224001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$11,196,725

Income & contributions

Employer contributions
$32,063
Participant contributions
$91,708
Total contributions
$123,771
Total income / additions
-$106,240

Expenses & distributions

Benefits paid
$43,200
Administrative expenses
$12,909
Total expenses
$56,109
Net increase / (decrease)
-$162,349

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Serotta Maddocks Evans & Co. CpasACCOUNTANT$7,081not reported in the loaded dataset2023

Related Form 5500 pages