CONCORD ACADEMY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN

[ EIN: 04-1200600 | Plan No. 001 ]

The CONCORD ACADEMY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN plan, sponsored by CONCORD ACADEMY, is listed in Form 5500 data as a 403(b) Annuity plan. The filing reports 555 participants and total assets of $66,957,630 for plan year 2023.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

---

Plan Sponsor: CONCORD ACADEMY

Location: 166 MAIN STREET, CONCORD, MA 01742

EIN: 041200600

Plan Number: 001

Plan Year: 2023

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 403(b) Annuity

Participants: 555

Total Assets: $66,957,630

---