Lakeland Christian School, Inc. 403(B) Retirement Plan — Form 5500 plan (Lakeland Christian School, Inc.)
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, Lakeland Christian School, Inc. 403(B) Retirement Plan is a benefit plan reported by Lakeland Christian School, Inc. under EIN 59-0730067 and plan number 001. The latest loaded filing year is 2023. The filing reports 179 participants and $8,297,698 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8.3MPlan net assets, end of year$8,297,698
Participants179Covered participants reported
Assets / participant$46.4KComputed: assets ÷ participants$46,356 (computed)
Provider compensation$56.6K2 Schedule C provider row(s)$56,649
- Plan sponsor
- Lakeland Christian School, Inc.
- EIN
- 59-0730067
- Plan number
- 001
- Plan type
- 2
- Location
- Lakeland, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 179 | H, C | 20250220124215NAL0004187843001 |
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)$8.3M total assets
Net assets$8.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $8,297,698
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,297,698
- Net assets (BOY)
- $7,462,218
Income & contributions
- Employer contributions
- $322,172
- Participant contributions
- $440,552
- Total contributions
- $771,158
- Total income / additions
- $1,765,624
Expenses & distributions
- Benefits paid
- $887,964
- Administrative expenses
- $42,180
- Total expenses
- $930,144
- Net increase / (decrease)
- $835,480
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
42%58%
Employer 42%Participant 58%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income50%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $42,179 | $0 | 2023 |
| Lpl Financial LLC | OTHER SERVICES | $0 | $14,470 | 2023 |