Plan5500

Communities In Schools Of Jacksonville, Inc. Tax Deferred Annuity Plan — Form 5500 plan (Communities In Schools Of Jacksonville, 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, Communities In Schools Of Jacksonville, Inc. Tax Deferred Annuity Plan is a benefit plan reported by Communities In Schools Of Jacksonville, Inc. under EIN 59-3027895 and plan number 002. The latest loaded filing year is 2023. The filing reports 117 participants and $968,850 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$968.9KPlan net assets, end of year$968,850
Participants117Covered participants reported
Assets / participant$8.3KComputed: assets ÷ participants$8,281 (computed)
Provider compensation$27.6K2 Schedule C provider row(s)$27,553
Plan sponsor
Communities In Schools Of Jacksonville, Inc.
EIN
59-3027895
Plan number
002
Plan type
2
Location
Jacksonville, FL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023117I, C20241025073306NAL0004367442001
2023161I, C20241025073406NAL0004367714001
2023152I, C20241025073446NAL0001342259001
2023156I, C20241025073551NAL0002076465001
2023149I, C20241025073628NAL0001342371001
2023144I, C20241025073840NAL0001342419001
2023153I, C20241025074051NAL0002085809001
2023141I, C20241025074125NAL0002088161001
2023158I, C20241025074334NAL0001347331001
Schedule I · 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)$968.9K total assets
Net assets$968.9KLiabilities$0
Money in vs. money out
Total income / additions$193.3K
Total expenses$39.1K
Benefits paid / distributions$35.4K
Contributions
Employer$94.6K
Participant$31.2K
Full reported line items

Net assets

Total assets (EOY)
$968,850
Total liabilities (EOY)
$0
Net assets (EOY)
$968,850
Net assets (BOY)
$814,668

Income & contributions

Employer contributions
$94,612
Participant contributions
$31,236
Total income / additions
$193,317

Expenses & distributions

Benefits paid
$35,413
Administrative expenses
$3,722
Total expenses
$39,135
Net increase / (decrease)
$154,182
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.

Contribution share (employer vs. participant)
Employer 75%Participant 25%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets3%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life InsuranceCONTRACT ADMIN$18,992$02023
Kestra Advisory ServicesINVESTMENT ADVISORY$0$8,5612023

Related Form 5500 pages