2023 Form 5500 filing — Saint Andrew'S School Defined Contribution 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 20241015103903NAL0014415811001) for Saint Andrew'S School Defined Contribution Retirement Plan, reported by Saint Andrew'S School Of Boca Raton, Inc under EIN 59-0942383 and plan number 001. It reports 537 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)$56.9MReported net assets$56,872,336
Participants537
Provider compensation$41K1 Schedule C row(s)$41,016
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015103903NAL0014415811001
Plan sponsor
Saint Andrew'S School Of Boca Raton, Inc
EIN
59-0942383
Plan number
001
Location
Boca Raton, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$56.9M total assets
Net assets$56.9MLiabilities$0
Money in vs. money out
Total income / additions$10.3M
Total expenses$3.6M
Benefits paid / distributions$3.5M
Contributions
Employer$1.1M
Participant$1.9M
Full reported line items
Total assets (EOY)
$56,872,336
Total liabilities (EOY)
$0
Net assets (EOY)
$56,872,336
Employer contributions
$1,128,749
Participant contributions
$1,866,713
Total income / additions
$10,301,082
Benefits paid
$3,532,360
Administrative expenses
$40,141
Total expenses
$3,572,501
Net increase / (decrease)
$6,728,581
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Tiaa$41K
    NONE · Direct $41K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015103903NAL0014415811001 cover?
It is the 2023 Form 5500 filing for Saint Andrew'S School Defined Contribution Retirement Plan, reported by Saint Andrew'S School Of Boca Raton, Inc (EIN 59-0942383).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages