Plan5500

St. Augustine Preparatory Academy, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, St. Augustine Preparatory Academy, Inc. (EIN 47-1800734) is a plan sponsor located in Milwaukee, WI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
47-1800734
Location
Milwaukee, WI
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for St. Augustine Preparatory Academy, Inc.

  • 2 loaded plans hold $6.7M in reported assets.
  • The largest, St. Augustine Prep Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 466 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.7MSummed across loaded plans$6,710,816
Total reported assets$6.7M$6,710,816
Total reported participants466
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$6.7M total assets
Net assets$6.7MLiabilities—
Contributions & income
Employer contributions$509.7K
Participant contributions$811K
Total income / additions$2.3M
Expenses & distributions
Benefits paid / distributions$468.5K
Total expenses$517.5K
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%St. Augustine Prep Retirement Plan
Participants per plan233Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    St. Augustine Prep Retirement Plan$6.7M
    Plan #001 · 270 participants · 2023
  2. 2
    St. Augustine Preparatory Academy, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 196 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for St. Augustine Preparatory Academy, Inc.. Open one for its full reported snapshot.

  1. 2023
    St. Augustine Preparatory Academy, Inc. Welfare Benefit Plan196 participants · 2No schedules
    View filing →
  2. 2023
    St. Augustine Prep Retirement Plan270 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does St. Augustine Preparatory Academy, Inc. report on Form 5500?
St. Augustine Preparatory Academy, Inc. (EIN 47-1800734) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for St. Augustine Preparatory Academy, Inc.?
The Employer Identification Number (EIN) reported for St. Augustine Preparatory Academy, Inc. is 47-1800734.
What is the latest Form 5500 filing year for St. Augustine Preparatory Academy, Inc.?
The latest loaded Form 5500 filing year for St. Augustine Preparatory Academy, Inc. is 2023.

Related Form 5500 pages