2023 Form 5500 filing — Lake Highland Preparatory School 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 20250317095612NAL0001592177001) for Lake Highland Preparatory School 403(B) Plan, reported by Lake Highland Preparatory School under EIN 59-0624431 and plan number 003. It reports 467 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)$36.4MReported net assets$36,401,659
Participants467
Provider compensation$48.4K3 Schedule C row(s)$48,398
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250317095612NAL0001592177001
- Plan sponsor
- Lake Highland Preparatory School
- EIN
- 59-0624431
- Plan number
- 003
- Location
- Orlando, FL
- Received date
- not reported in the loaded dataset
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)$36.4M total assets
Net assets$36.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $36,401,659
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,401,659
- Employer contributions
- $524,530
- Participant contributions
- $1,753,185
- Total income / additions
- $7,083,613
- Benefits paid
- $1,701,564
- Administrative expenses
- $48,397
- Total expenses
- $1,749,961
- Net increase / (decrease)
- $5,333,652
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $26,440 | $0 |
| Raymond James Financial Services | INVESTMENT ADVISORY | $21,958 | not reported in the loaded dataset |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 |