Saint Paul'S School 403(B) Dc Plan — Form 5500 plan (Saint Paul'S 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, Saint Paul'S School 403(B) Dc Plan is a benefit plan reported by Saint Paul'S School, Inc. under EIN 59-1220745 and plan number 001. The latest loaded filing year is 2023. The filing reports 187 participants and $7,642,025 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Saint Paul'S School, Inc.
EIN
59-1220745
Plan number
001
Plan type
2
Location
Clearwater, FL
Latest filing year
2023
Participants
187
End-of-year plan assets
$7,642,025

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023187H, C20240923130901NAL0011388001001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,642,025
Total liabilities (EOY)
$0
Net assets (EOY)
$7,642,025
Net assets (BOY)
$6,778,319

Income & contributions

Employer contributions
$109,100
Participant contributions
$201,371
Total contributions
$312,956
Total income / additions
$1,421,294

Expenses & distributions

Benefits paid
$555,955
Administrative expenses
$1,633
Total expenses
$557,588
Net increase / (decrease)
$863,706

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaRECORDKEEPER$863$02023
Flexpath Strategies, LLCADVISOR PARTICIPANT$500not reported in the loaded dataset2023
Nfp Retirment, Inc.ADVISOR PLAN$270not reported in the loaded dataset2023

Related Form 5500 pages