2023 Form 5500 filing — Trinity Preparatory 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 20250319092205NAL0002482707001) for Trinity Preparatory School Defined Contribution Retirement Plan, reported by Trinity Preparatory School Of Florida, Inc. under EIN 59-1156418 and plan number 002. It reports 297 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250319092205NAL0002482707001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trinity Preparatory School Of Florida, Inc.
- EIN
- 59-1156418
- Plan number
- 002
- Location
- Winter Park, FL
- Participants
- 297
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,032,393
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,032,393
- Employer contributions
- $739,941
- Participant contributions
- $849,087
- Total income / additions
- $4,407,599
- Benefits paid
- $1,843,364
- Administrative expenses
- $122,311
- Total expenses
- $1,974,476
- Net increase / (decrease)
- $2,433,123
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Teachers Insurance And Annuity | RECORDKEEPER | $31,140 | $0 |
| Global Retirement Partners, LLC | NONE | $20,000 | not reported in the loaded dataset |