Pinewood Prepatory School 403(B) Plan — Form 5500 plan (Pinewood Preparatory 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, Pinewood Prepatory School 403(B) Plan is a benefit plan reported by Pinewood Preparatory School under EIN 57-0513825 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $4,360,376 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pinewood Preparatory School
- EIN
- 57-0513825
- Plan number
- 001
- Plan type
- 2
- Location
- Summerville, SC
- Latest filing year
- 2023
- Participants
- 141
- End-of-year plan assets
- $4,360,376
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 141 | H, C | 20241011093748NAL0036539104001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,360,376
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,360,376
- Net assets (BOY)
- $3,656,224
Income & contributions
- Employer contributions
- $88,673
- Participant contributions
- $221,615
- Total contributions
- $327,766
- Total income / additions
- $736,742
Expenses & distributions
- Benefits paid
- $17,202
- Administrative expenses
- $15,388
- Total expenses
- $32,590
- Net increase / (decrease)
- $704,152
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | RECORDKEEPER | $14,888 | not reported in the loaded dataset | 2023 |
| Maxus Plan Solutions, Nc | RECORDKEEPER | $1,313 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | INVESTMENT ADVISOR | $0 | not reported in the loaded dataset | 2023 |
| Mass Mutual Life Insurance, Co. | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pinewood Preparatory School
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Summerville, SC
- Lincoln National Corporation — Schedule C compensation
- Maxus Plan Solutions, Nc — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Mass Mutual Life Insurance, Co. — Schedule C compensation