2023 Form 5500 filing — Palmer Trinity 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 20240703060242NAL0009071312001) for Palmer Trinity School 403(B) Dc Plan, reported by Palmer Trinity Private School, Inc. under EIN 23-7098500 and plan number 001. It reports 324 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$29.8MReported net assets$29,789,212
Participants324
Provider compensation$1021 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240703060242NAL0009071312001
- Plan sponsor
- Palmer Trinity Private School, Inc.
- EIN
- 23-7098500
- Plan number
- 001
- Location
- Palmetto Bay, FL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$29.8M total assets
Net assets$29.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $29,789,212
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,789,212
- Employer contributions
- $814,785
- Participant contributions
- $515,257
- Total income / additions
- $5,759,697
- Benefits paid
- $1,285,841
- Administrative expenses
- $1,963
- Total expenses
- $1,287,804
- Net increase / (decrease)
- $4,471,893
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $102 | $0 |