# Episcopal Day School 403(b) Plan
Source: https://planprovider.pro/companies/episcopal-day-school-inc-403b-plan-002

> Episcopal Day School's 403(b) plan: 37 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Episcopal Day School

- **Sponsor EIN:** 030518244

- **Sponsor Address:** 340 E MASSACHUSETTS AVE, SOUTHERN PINES, NC, 28387

- **Plan Type:** 403(b)

- **Total Participants:** 37

- **Total Assets:** $2.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|37|$2.7M|$96,973|$72,443|

| 2023|40|$2.3M|$96,344|$82,087|

| 2022|36|$1.8M|$69,431|$57,977|

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