St. George'S Independent School 403(B) Retirement Plan — Form 5500 plan (St. George'S Independent 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. George'S Independent School 403(B) Retirement Plan is a benefit plan reported by St. George'S Independent School under EIN 62-1761850 and plan number 001. The latest loaded filing year is 2023. The filing reports 300 participants and $21,008,825 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. George'S Independent School
- EIN
- 62-1761850
- Plan number
- 001
- Plan type
- 2
- Location
- Collierville, TN
- Latest filing year
- 2023
- Participants
- 300
- End-of-year plan assets
- $21,008,825
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 300 | H, C | 20250415102553NAL0001427923001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,008,825
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,008,825
- Net assets (BOY)
- $20,589,860
Income & contributions
- Employer contributions
- $516,767
- Participant contributions
- $609,968
- Total contributions
- $1,156,829
- Total income / additions
- $3,659,497
Expenses & distributions
- Benefits paid
- $3,199,787
- Administrative expenses
- $40,745
- Total expenses
- $3,240,532
- Net increase / (decrease)
- $418,965
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co. | NONE | $0 | $132,431 | 2023 |
| Raymond James & Associates, Inc. | NONE | $0 | $47,288 | 2023 |
| Access Retirement Services LLC | NONE | $38,508 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for St. George'S Independent School
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Collierville, TN
- American United Life Insurance Co. — Schedule C compensation
- Raymond James & Associates, Inc. — Schedule C compensation
- Access Retirement Services LLC — Schedule C compensation