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 20241025074334NAL0001347331001) 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 158 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$968.9KReported net assets$968,850
Participants158
Provider compensation$27.6K2 Schedule C row(s)$27,553
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20241025074334NAL0001347331001
Plan sponsor
Communities In Schools Of Jacksonville, Inc.
EIN
59-3027895
Plan number
002
Location
Jacksonville, 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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$968.9K total assets
Net assets$968.9KLiabilities$0
Money in vs. money out
Total income / additions$193.3K
Total expenses$39.1K
Benefits paid / distributions$35.4K
Contributions
Employer$94.6K
Participant$31.2K
Full reported line items
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 C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMIN · Direct $19K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $8.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241025074334NAL0001347331001 cover?
It is the 2023 Form 5500 filing for Communities In Schools Of Jacksonville, Inc. Tax Deferred Annuity Plan, reported by Communities In Schools Of Jacksonville, Inc. (EIN 59-3027895).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Related Form 5500 pages