2023 Form 5500 filing — Canterbury School Of Florida, Inc. 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 20241204153013NAL0006740640001) for Canterbury School Of Florida, Inc. 403(B) Plan, reported by Canterbury School Of Florida, Inc. under EIN 59-1218022 and plan number 001. It reports 159 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)$5.1MReported net assets$5,111,590
Participants159
Provider compensation$9621 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241204153013NAL0006740640001
Plan sponsor
Canterbury School Of Florida, Inc.
EIN
59-1218022
Plan number
001
Location
St. Petersburg, 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)$5.1M total assets
Net assets$5.1MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$173.2K
Benefits paid / distributions$172.2K
Contributions
Employer$78.1K
Participant$145.9K
Full reported line items
Total assets (EOY)
$5,111,590
Total liabilities (EOY)
$0
Net assets (EOY)
$5,111,590
Employer contributions
$78,075
Participant contributions
$145,875
Total income / additions
$1,005,769
Benefits paid
$172,215
Administrative expenses
$962
Total expenses
$173,177
Net increase / (decrease)
$832,592
Schedule C

Reported service provider compensation

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

  1. 1
    Tiaa$962
    RECORDKEEPER · Direct $962 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241204153013NAL0006740640001 cover?
It is the 2023 Form 5500 filing for Canterbury School Of Florida, Inc. 403(B) Plan, reported by Canterbury School Of Florida, Inc. (EIN 59-1218022).
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