2023 Form 5500 filing — Communities In Schools Of Jacksonville, Inc. Tax Deferred Annuity 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 20241025073551NAL0002076465001) for Communities In Schools Of Jacksonville, Inc. Tax Deferred Annuity Plan, reported by Communities In Schools Of Jacksonville, Inc. under EIN 59-3027895 and plan number 002. It reports 156 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241025073551NAL0002076465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Communities In Schools Of Jacksonville, Inc.
- EIN
- 59-3027895
- Plan number
- 002
- Location
- Jacksonville, FL
- Participants
- 156
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $968,850
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $968,850
- Employer contributions
- $94,612
- Participant contributions
- $31,236
- Total income / additions
- $193,317
- Benefits paid
- $35,413
- Administrative expenses
- $3,722
- Total expenses
- $39,135
- Net increase / (decrease)
- $154,182
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance | CONTRACT ADMIN | $18,992 | $0 |
| Kestra Advisory Services | INVESTMENT ADVISORY | $0 | $8,561 |