2023 Form 5500 filing — St. John'S Country Day School 403(B) 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 20260128070054NAL0004036593001) for St. John'S Country Day School 403(B) Plan, reported by St. John'S Country Day School under EIN 59-0700127 and plan number 001. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260128070054NAL0004036593001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. John'S Country Day School
- EIN
- 59-0700127
- Plan number
- 001
- Location
- Orange Park, FL
- Participants
- 125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,378,876
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,378,876
- Employer contributions
- $64,789
- Participant contributions
- $270,845
- Total income / additions
- $2,564,250
- Benefits paid
- $1,456,472
- Administrative expenses
- $27,814
- Total expenses
- $1,484,286
- Net increase / (decrease)
- $1,079,964
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $25,553 | $0 |
| J W Cole Insurace Service Inc | BROKER/ADVISOR | not reported in the loaded dataset | $8,258 |
| Admin Partners, LLC | CONTRACT ADMIN | $2,064 | $2,356 |
| Lpl Finacial | INVESTMENT ADVISOR | $1,421 | not reported in the loaded dataset |
| Empower Life & Annuity | INVESTMENT MGMT | $75 | not reported in the loaded dataset |