Lake Highland Preparatory School, Inc. — Form 5500 plan (Lake Highland 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, Lake Highland Preparatory School, Inc. is a benefit plan reported by Lake Highland Preparatory School under EIN 59-0624431 and plan number 002. The latest loaded filing year is 2023. The filing reports 431 participants and $28,468,580 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$28.5MPlan net assets, end of year$28,468,580
Participants431Covered participants reported
Assets / participant$66.1KComputed: assets ÷ participants$66,052 (computed)
Provider compensation$42.7K3 Schedule C provider row(s)$42,665
- Plan sponsor
- Lake Highland Preparatory School
- EIN
- 59-0624431
- Plan number
- 002
- Plan type
- 2
- Location
- Orlando, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 431 | H, C | 20250317100055NAL0003482466001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$28.5M total assets
Net assets$28.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $28,468,580
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,468,580
- Net assets (BOY)
- $24,615,955
Income & contributions
- Employer contributions
- $1,628,912
- Total contributions
- $1,628,912
- Total income / additions
- $5,018,895
Expenses & distributions
- Benefits paid
- $1,123,605
- Administrative expenses
- $42,665
- Total expenses
- $1,166,270
- Net increase / (decrease)
- $3,852,625
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $24,667 | $0 | 2023 |
| Raymond James Financial Svc Adv | INVESTMENT ADVISORY | $17,998 | not reported in the loaded dataset | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lake Highland Preparatory School
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Orlando, FL
- Principal Life Insurance Company — Schedule C compensation
- Raymond James Financial Svc Adv — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation