2023 Form 5500 filing — Saint Paul'S 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 20240923130901NAL0011388001001) for Saint Paul'S School 403(B) Dc Plan, reported by Saint Paul'S School, Inc. under EIN 59-1220745 and plan number 001. It reports 187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923130901NAL0011388001001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Saint Paul'S School, Inc.
- EIN
- 59-1220745
- Plan number
- 001
- Location
- Clearwater, FL
- Participants
- 187
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,642,025
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,642,025
- Employer contributions
- $109,100
- Participant contributions
- $201,371
- Total income / additions
- $1,421,294
- Benefits paid
- $555,955
- Administrative expenses
- $1,633
- Total expenses
- $557,588
- Net increase / (decrease)
- $863,706
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $863 | $0 |
| Flexpath Strategies, LLC | ADVISOR PARTICIPANT | $500 | not reported in the loaded dataset |
| Nfp Retirment, Inc. | ADVISOR PLAN | $270 | not reported in the loaded dataset |