2023 Form 5500 filing — The Seed School Of Miami 403(B) 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 20250411111541NAL0035891984001) for The Seed School Of Miami 403(B) Retirement Plan, reported by The Miami Boarding School, Inc. Dba The Seed School Of Miami under EIN 45-3532587 and plan number 001. It reports 130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250411111541NAL0035891984001
Filing year
2023
Form type
2
Plan sponsor
The Miami Boarding School, Inc. Dba The Seed School Of Miami
EIN
45-3532587
Plan number
001
Location
Miami Lakes, FL
Participants
130
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,284,931
Total liabilities (EOY)
$0
Net assets (EOY)
$2,284,931
Employer contributions
$237,950
Participant contributions
$181,410
Total income / additions
$727,347
Benefits paid
$569,077
Administrative expenses
$3,788
Total expenses
$572,865
Net increase / (decrease)
$154,482
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Kestra Investment Services LLCOTHER SERVICES$0$10,009
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$3,788$0

Related Form 5500 pages