2023 Form 5500 filing — St. Paul Academy And Summit School 403(B) Dc Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240523090743NAL0002381331001) for St. Paul Academy And Summit School 403(B) Dc Plan, reported by St. Paul Academy And Summit School under EIN 41-0943433 and plan number 001. It reports 424 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240523090743NAL0002381331001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Paul Academy And Summit School
- EIN
- 41-0943433
- Plan number
- 001
- Location
- St. Paul, MN
- Participants
- 424
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,933,744
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,933,744
- Employer contributions
- $1,256,137
- Participant contributions
- $991,663
- Total income / additions
- $10,540,618
- Benefits paid
- $3,966,407
- Administrative expenses
- $28,908
- Total expenses
- $3,997,676
- Net increase / (decrease)
- $6,542,942
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | ADVISOR | $11,021 | not reported in the loaded dataset |
| Olsen Thielen & Co. Ltd | AUDITOR | $10,500 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | TPA | $3,463 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $177 | $0 |
| Fidelity Investments | RECORDKEEPER | $72 | $0 |