2023 Form 5500 filing — Canterbury School 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 20250625143406NAL0004648019001) for Canterbury School Retirement Plan, reported by Canterbury School under EIN 35-1410931 and plan number 001. It reports 330 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250625143406NAL0004648019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Canterbury School
- EIN
- 35-1410931
- Plan number
- 001
- Location
- Fort Wayne, IN
- Participants
- 330
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,095,353
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,095,353
- Employer contributions
- $314,421
- Participant contributions
- $661,756
- Total income / additions
- $4,273,130
- Benefits paid
- $1,775,985
- Administrative expenses
- $63,423
- Total expenses
- $1,850,023
- Net increase / (decrease)
- $2,423,107
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $62,473 | $1 |
| Lincoln National Corporation | SERVICE PROVIDER | $950 | not reported in the loaded dataset |