2023 Form 5500 filing — Deerfield-Windsor School 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 20250514143639NAL0012855955001) for Deerfield-Windsor School 403(B) Retirement Plan, reported by United Parents, Inc. under EIN 58-6043206 and plan number 001. It reports 119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250514143639NAL0012855955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Parents, Inc.
- EIN
- 58-6043206
- Plan number
- 001
- Location
- Albany, GA
- Participants
- 119
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,005,931
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,005,931
- Employer contributions
- $115,700
- Participant contributions
- $190,965
- Total income / additions
- $1,535,676
- Benefits paid
- $1,127,605
- Administrative expenses
- $43,956
- Total expenses
- $1,171,561
- Net increase / (decrease)
- $364,115
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cannon Financial Strategists Inc | CONSULTANT | $20,401 | not reported in the loaded dataset |
| Tiaa Teachers Ins And Annuity Assoc | RECORDKEEPER | $17,754 | $0 |
| Draffin & Tucker, Llp | ACCOUNTING | $5,800 | not reported in the loaded dataset |