2023 Form 5500 filing — St. Edward'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 20241028094106NAL0007562482001) for St. Edward'S School Defined Contribution Retirement Plan, reported by Saint Edward'S School under EIN 59-1059214 and plan number 001. It reports 300 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241028094106NAL0007562482001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Saint Edward'S School
- EIN
- 59-1059214
- Plan number
- 001
- Location
- Vero Beach, FL
- Participants
- 300
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,687,791
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,687,791
- Employer contributions
- $398,885
- Participant contributions
- $659,631
- Total income / additions
- $3,947,734
- Benefits paid
- $1,724,513
- Administrative expenses
- $5,415
- Total expenses
- $1,741,969
- Net increase / (decrease)
- $2,205,765
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | N/A | $5,415 | $0 |
| Tiaa-Teachers Ins & Annuity Assc | N/A | $0 | $0 |
| Rehmann Financial Group | N/A | $0 | $0 |
| Charles Schwab Trust Bank | N/A | $0 | $0 |
| Charles Schwab & Co., Inc. | N/A | $0 | $0 |