2023 Form 5500 filing — Pinewood Prepatory School 403(B) 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 20241011093748NAL0036539104001) for Pinewood Prepatory School 403(B) Plan, reported by Pinewood Preparatory School under EIN 57-0513825 and plan number 001. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011093748NAL0036539104001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pinewood Preparatory School
- EIN
- 57-0513825
- Plan number
- 001
- Location
- Summerville, SC
- Participants
- 141
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,360,376
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,360,376
- Employer contributions
- $88,673
- Participant contributions
- $221,615
- Total income / additions
- $736,742
- Benefits paid
- $17,202
- Administrative expenses
- $15,388
- Total expenses
- $32,590
- Net increase / (decrease)
- $704,152
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | RECORDKEEPER | $14,888 | not reported in the loaded dataset |
| Maxus Plan Solutions, Nc | RECORDKEEPER | $1,313 | not reported in the loaded dataset |
| Merrill Lynch | INVESTMENT ADVISOR | $0 | not reported in the loaded dataset |
| Mass Mutual Life Insurance, Co. | RECORDKEEPER | $0 | $0 |