2023 Form 5500 filing — Lake Highland Preparatory School, Inc.

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 20250317100055NAL0003482466001) for Lake Highland Preparatory School, Inc., reported by Lake Highland Preparatory School under EIN 59-0624431 and plan number 002. It reports 431 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)$28.5MReported net assets$28,468,580
Participants431
Provider compensation$42.7K3 Schedule C row(s)$42,665
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250317100055NAL0003482466001
Plan sponsor
Lake Highland Preparatory School
EIN
59-0624431
Plan number
002
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)$28.5M total assets
Net assets$28.5MLiabilities$0
Money in vs. money out
Total income / additions$5M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$1.6M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$28,468,580
Total liabilities (EOY)
$0
Net assets (EOY)
$28,468,580
Employer contributions
$1,628,912
Total income / additions
$5,018,895
Benefits paid
$1,123,605
Administrative expenses
$42,665
Total expenses
$1,166,270
Net increase / (decrease)
$3,852,625

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$24,667$0
Raymond James Financial Svc AdvINVESTMENT ADVISORY$17,998not reported in the loaded dataset
Wilshire Associates IncorporatedINVESTMENT ADVISORY$0$0

Related Form 5500 pages