Saint James School Retirement — Form 5500 plan (Saint James 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, Saint James School Retirement is a benefit plan reported by Saint James School under EIN 63-0366280 and plan number 002. The latest loaded filing year is 2023. The filing reports 262 participants and $12,464,705 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Saint James School
- EIN
- 63-0366280
- Plan number
- 002
- Plan type
- 2
- Location
- Montgomery, AL
- Latest filing year
- 2023
- Participants
- 262
- End-of-year plan assets
- $12,464,705
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 262 | H, C | 20241015133924NAL0016510067002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,464,705
- Net assets (EOY)
- $12,464,705
- Net assets (BOY)
- $12,021,521
Income & contributions
- Employer contributions
- $90,072
- Total contributions
- $90,072
- Total income / additions
- $978,278
Expenses & distributions
- Benefits paid
- $527,589
- Administrative expenses
- $7,505
- Total expenses
- $535,094
- Net increase / (decrease)
- $443,184
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Carr, Riggs And Ingram, LLC | not reported in the loaded dataset | $7,505 | not reported in the loaded dataset | 2023 |