Carrollwood Day School 401k Profit Sharing Plan — Form 5500 plan (Carrollwood Day School)
Plain-English plan 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, Carrollwood Day School 401k Profit Sharing Plan is a benefit plan reported by Carrollwood Day School under EIN 31-1581952 and plan number 001. The latest loaded filing year is 2023. The filing reports 247 participants and $14,500,929 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carrollwood Day School
- EIN
- 31-1581952
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 247
- End-of-year plan assets
- $14,500,929
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 247 | H, C | 20250513093236NAL0026328048001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,500,929
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,500,929
- Net assets (BOY)
- $11,304,259
Income & contributions
- Employer contributions
- $597,690
- Participant contributions
- $1,036,097
- Total contributions
- $1,943,641
- Total income / additions
- $3,722,784
Expenses & distributions
- Benefits paid
- $456,133
- Administrative expenses
- $65,738
- Total expenses
- $526,114
- Net increase / (decrease)
- $3,196,670
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $63,456 | $180 | 2023 |
| Nbc Securities Inc | OTHER SERVICES | $0 | $26,716 | 2023 |
| Southern Pension Services | CONTRACT ADMINISTRATOR | $2,280 | $5,663 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carrollwood Day School
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Principal Life Insurance Company — Schedule C compensation
- Nbc Securities Inc — Schedule C compensation
- Southern Pension Services — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation