St. John'S Country Day School 403(B) Plan — Form 5500 plan (St. John'S Country 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, St. John'S Country Day School 403(B) Plan is a benefit plan reported by St. John'S Country Day School under EIN 59-0700127 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $11,378,876 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. John'S Country Day School
- EIN
- 59-0700127
- Plan number
- 001
- Plan type
- 2
- Location
- Orange Park, FL
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $11,378,876
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20260128070054NAL0004036593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,378,876
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,378,876
- Net assets (BOY)
- $10,298,912
Income & contributions
- Employer contributions
- $64,789
- Participant contributions
- $270,845
- Total contributions
- $335,634
- Total income / additions
- $2,564,250
Expenses & distributions
- Benefits paid
- $1,456,472
- Administrative expenses
- $27,814
- Total expenses
- $1,484,286
- Net increase / (decrease)
- $1,079,964
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $25,553 | $0 | 2023 |
| J W Cole Insurace Service Inc | BROKER/ADVISOR | not reported in the loaded dataset | $8,258 | 2023 |
| Admin Partners, LLC | CONTRACT ADMIN | $2,064 | $2,356 | 2023 |
| Lpl Finacial | INVESTMENT ADVISOR | $1,421 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity | INVESTMENT MGMT | $75 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for St. John'S Country Day School
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Orange Park, FL
- Empower Life & Annuity Insurance Co — Schedule C compensation
- J W Cole Insurace Service Inc — Schedule C compensation
- Admin Partners, LLC — Schedule C compensation
- Lpl Finacial — Schedule C compensation
- Empower Life & Annuity — Schedule C compensation