Palm Beach Day Academy Dc Retirement Plan — Form 5500 plan (Palm Beach Day Academy)
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, Palm Beach Day Academy Dc Retirement Plan is a benefit plan reported by Palm Beach Day Academy under EIN 59-0873834 and plan number 002. The latest loaded filing year is 2023. The filing reports 267 participants and $32,532,185 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Palm Beach Day Academy
- EIN
- 59-0873834
- Plan number
- 002
- Plan type
- 2
- Location
- Palm Beach, FL
- Latest filing year
- 2023
- Participants
- 267
- End-of-year plan assets
- $32,532,185
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 267 | H, C | 20250203070102NAL0003127667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,532,185
- Net assets (EOY)
- $32,532,185
- Net assets (BOY)
- $28,399,441
Income & contributions
- Employer contributions
- $843,437
- Participant contributions
- $626,171
- Total contributions
- $1,481,963
- Total income / additions
- $5,940,646
Expenses & distributions
- Benefits paid
- $1,758,016
- Administrative expenses
- $49,886
- Total expenses
- $1,807,902
- Net increase / (decrease)
- $4,132,744
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| M. Employee Benefits, Inc. | not reported in the loaded dataset | $27,060 | $0 | 2023 |
| Templeton & Company | not reported in the loaded dataset | $13,585 | $0 | 2023 |
| Tiaa Teachers Ins & Annuity Assoc | not reported in the loaded dataset | $7,649 | $0 | 2023 |