Plan5500

St. Stephen'S Episcopal School Retirement Plan — Form 5500 plan (Episcopal Day Private School Of Manatee County, 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, St. Stephen'S Episcopal School Retirement Plan is a benefit plan reported by Episcopal Day Private School Of Manatee County, Inc. under EIN 59-1301635 and plan number 002. The latest loaded filing year is 2023. The filing reports 274 participants and $17,699,021 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Episcopal Day Private School Of Manatee County, Inc.
EIN
59-1301635
Plan number
002
Plan type
2
Location
Bradenton, FL
Latest filing year
2023
Participants
274
End-of-year plan assets
$17,699,021

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023274H, C20240910081135NAL0003346771001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,699,021
Total liabilities (EOY)
$0
Net assets (EOY)
$17,699,021
Net assets (BOY)
$17,290,076

Income & contributions

Employer contributions
$215,524
Participant contributions
$643,743
Total contributions
$969,289
Total income / additions
$3,841,460

Expenses & distributions

Benefits paid
$3,403,846
Administrative expenses
$28,669
Total expenses
$3,432,515
Net increase / (decrease)
$408,945

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins Co Of AmericaRECORDKEEPER$30,464not reported in the loaded dataset2023
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$18,817not reported in the loaded dataset2023

Related Form 5500 pages