The Seed School Of Miami 403(B) Retirement Plan — Form 5500 plan (The Miami Boarding School, Inc. Dba The Seed School Of Miami)

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, The Seed School Of Miami 403(B) Retirement Plan is a benefit plan reported by The Miami Boarding School, Inc. Dba The Seed School Of Miami under EIN 45-3532587 and plan number 001. The latest loaded filing year is 2023. The filing reports 130 participants and $2,284,931 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Miami Boarding School, Inc. Dba The Seed School Of Miami
EIN
45-3532587
Plan number
001
Plan type
2
Location
Miami Lakes, FL
Latest filing year
2023
Participants
130
End-of-year plan assets
$2,284,931

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023130H, C20250411111541NAL0035891984001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,284,931
Total liabilities (EOY)
$0
Net assets (EOY)
$2,284,931
Net assets (BOY)
$2,130,449

Income & contributions

Employer contributions
$237,950
Participant contributions
$181,410
Total contributions
$419,360
Total income / additions
$727,347

Expenses & distributions

Benefits paid
$569,077
Administrative expenses
$3,788
Total expenses
$572,865
Net increase / (decrease)
$154,482

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Investment Services LLCOTHER SERVICES$0$10,0092023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$3,788$02023

Related Form 5500 pages