The Madeira School 403(b) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: The Madeira School
  • Sponsor EIN: 540505925
  • Sponsor Address: 8328 GEORGETOWN PIKE, MC LEAN, VA, 221021203
  • Plan Type: 403(b)
  • Plan Number: 002
  • Total Participants: 122
  • Total Assets: $26.0M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023122$26.0M$901,516$892,729
2022113$21.8M$877,802$814,708

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