Madison Country Day School 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Madison Country Day School
  • Sponsor EIN: 391832986
  • Sponsor Address: 5606 RIVER RD, WAUNAKEE, WI, 535979510
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 108
  • Total Assets: $8.3M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023108$8.3M$279,189$343,254
2022101$6.9M$198,361$286,614

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