2023 Form 5500 filing — Stratford Academy, Inc. 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 20250227134506NAL0002206753001) for Stratford Academy, Inc. Retirement Plan, reported by Stratford Academy, Inc. under EIN 58-0831002 and plan number 002. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250227134506NAL0002206753001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stratford Academy, Inc.
- EIN
- 58-0831002
- Plan number
- 002
- Location
- Macon, GA
- Participants
- 221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,528,847
- Net assets (EOY)
- $18,528,847
- Employer contributions
- $257,122
- Participant contributions
- $587,267
- Total income / additions
- $3,719,546
- Benefits paid
- $2,182,087
- Administrative expenses
- $5,743
- Total expenses
- $2,187,830
- Net increase / (decrease)
- $1,531,716
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Teachers Ins & Annuity | not reported in the loaded dataset | $5,743 | $0 |