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| Plan Name | SOUTH COUNTY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | SOUTH COUNTY DAY SCHOOL |
| Employer identification number (EIN): | 510197324 |
| NAIC Classification: | 611000 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | JENNIFER REIS | 2024-08-07 | ||
| 001 | 2022-01-01 | JENNIFER REIS | 2023-06-07 | ||
| 001 | 2021-01-01 | JENNIFER REIS | 2022-06-20 | ||
| 001 | 2020-01-01 | JENNIFER REIS | 2021-06-16 | ||
| 001 | 2018-01-01 | JENNIFER REIS | 2019-06-10 | JENNIFER REIS | 2019-06-10 |
| 001 | 2017-01-01 | JENNIFER REIS | 2018-08-16 | ||
| 001 | 2014-01-01 | SUSAN HOMER | 2015-06-16 | SUSAN HOMER | 2015-06-16 |
| 001 | 2013-01-01 | SUSAN HOMER | 2014-06-12 | SUSAN HOMER | 2014-06-12 |
| 001 | 2012-01-01 | SUSAN HOMER | 2013-03-06 | ||
| 001 | 2011-01-01 | SUSAN HOMER | 2012-06-15 | ||
| 001 | 2010-01-01 | SUSAN HOMER | 2011-07-28 |
| Measure | Date | Value |
|---|---|---|
| 2025: SOUTH COUNTY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-07-14 | 22 |
| Total number of particpants at end of year | 2025-07-14 | 24 |
| Number of Participants With Account Balances | 2025-07-14 | 24 |
| 2024: SOUTH COUNTY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-08-07 | 21 |
| Total number of particpants at end of year | 2024-08-07 | 22 |
| Number of Participants With Account Balances | 2024-08-07 | 22 |
| Measure | Date | Value |
|---|---|---|
| 2025 : SOUTH COUNTY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2025 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2025-07-14 | 893486 |
| Total expenses incurred by plan in this plan year | 2025-07-14 | 8212 |
| Total assets as of the beginning of the plan year | 2025-07-14 | 753831 |
| Other income to plan in this plan year | 2025-07-14 | 114080 |
| Plan net income in this plan year | 2025-07-14 | 139655 |
| Net assets as of the beginning of the plan year | 2025-07-14 | -139655 |
| Employer contributions to plan in this plan year | 2025-07-14 | 33787 |
| 2024 : SOUTH COUNTY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2024 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2024-08-07 | 753831 |
| Total expenses incurred by plan in this plan year | 2024-08-07 | 28131 |
| Total assets as of the beginning of the plan year | 2024-08-07 | 639062 |
| Other income to plan in this plan year | 2024-08-07 | 109573 |
| Plan net income in this plan year | 2024-08-07 | 114769 |
| Net assets as of the beginning of the plan year | 2024-08-07 | -114769 |
| Employer contributions to plan in this plan year | 2024-08-07 | 33327 |
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