2023 Form 5500 filing — St. Stephen'S Episcopal School Retirement 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 20240910081135NAL0003346771001) for St. Stephen'S Episcopal School Retirement Plan, reported by Episcopal Day Private School Of Manatee County, Inc. under EIN 59-1301635 and plan number 002. It reports 274 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910081135NAL0003346771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Episcopal Day Private School Of Manatee County, Inc.
- EIN
- 59-1301635
- Plan number
- 002
- Location
- Bradenton, FL
- Participants
- 274
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,699,021
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,699,021
- Employer contributions
- $215,524
- Participant contributions
- $643,743
- Total income / additions
- $3,841,460
- Benefits paid
- $3,403,846
- Administrative expenses
- $28,669
- Total expenses
- $3,432,515
- Net increase / (decrease)
- $408,945
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $30,464 | not reported in the loaded dataset |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $18,817 | not reported in the loaded dataset |