Presbyterian Day School Retirement Plan — Form 5500 plan (Presbyterian 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, Presbyterian Day School Retirement Plan is a benefit plan reported by Presbyterian Day School under EIN 62-0811568 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $13,700,458 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Presbyterian Day School
- EIN
- 62-0811568
- Plan number
- 001
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 135
- End-of-year plan assets
- $13,700,458
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 135 | H, C | 20250228141901NAL0002387826001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,700,458
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,700,458
- Net assets (BOY)
- $11,802,817
Income & contributions
- Employer contributions
- $191,122
- Participant contributions
- $485,604
- Total contributions
- $862,367
- Total income / additions
- $2,846,453
Expenses & distributions
- Benefits paid
- $906,343
- Administrative expenses
- $41,596
- Total expenses
- $948,812
- Net increase / (decrease)
- $1,897,641
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Duncan Williams Asset Management | SERVICE PROVIDER | not reported in the loaded dataset | $23,465 | 2023 |
| Voya Retirement Ins And Annuity Co. | SERVICE PROVIDER | not reported in the loaded dataset | $0 | 2023 |