2023 Form 5500 filing — Admiral Farragut Academy, Inc. 403(B) Dc 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 20250402085948NAL0016983218001) for Admiral Farragut Academy, Inc. 403(B) Dc Plan, reported by Admiral Farragut Academy, Inc. under EIN 59-3038365 and plan number 001. It reports 228 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)$9.7MReported net assets$9,659,925

Participants228

Provider compensation$22.8K5 Schedule C row(s)$22,830

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250402085948NAL0016983218001
Plan sponsor: Admiral Farragut Academy, Inc.
EIN: 59-3038365
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)$9.7M total assets

Net assets$9.7MLiabilities$0

Money in vs. money out

Total income / additions$1.7M

Total expenses$972.7K

Benefits paid / distributions$951.1K

Contributions

Employer$179K

Participant$293.6K

Full reported line items

Total assets (EOY): $9,659,925
Total liabilities (EOY): $0
Net assets (EOY): $9,659,925
Employer contributions: $179,016
Participant contributions: $293,645
Total income / additions: $1,713,592
Benefits paid: $951,143
Administrative expenses: $21,527
Total expenses: $972,670
Net increase / (decrease): $740,922

Schedule C

Reported service provider compensation

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

1
Empower Annuity Insurance Company O$12.3K
RECORDKEEPER · Direct $12.3K · Indirect $0
2
Ubs Financial Services, Inc.$8.1K
INVESTMENT ADVISOR · Direct $8.1K
3
Retirement Solutions Specialists$1.9K
CONTRACT ADMIN · Direct $875 · Indirect $1K
4
Tiaa$450
CONTRACT ADMINISTRATOR · Direct $450 · Indirect $0
5
Empower Advisory Group, LLC$105
INVESTMENT MGMT · Direct $105

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250402085948NAL0016983218001 cover?: It is the 2023 Form 5500 filing for Admiral Farragut Academy, Inc. 403(B) Dc Plan, reported by Admiral Farragut Academy, Inc. (EIN 59-3038365).
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).