How many benefit plans does Palmer Trinity Private School report on Form 5500?

Palmer Trinity Private School (EIN 23-7098500) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Palmer Trinity Private School?

The Employer Identification Number (EIN) reported for Palmer Trinity Private School is 23-7098500.

What is the latest Form 5500 filing year for Palmer Trinity Private School?

The latest loaded Form 5500 filing year for Palmer Trinity Private School is 2023.

Palmer Trinity Private School — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Palmer Trinity Private School (EIN 23-7098500) is a plan sponsor located in Palmetto Bay, FL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 23-7098500
Location: Palmetto Bay, FL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $29,789,212
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $29,789,212

Contributions & income

Employer contributions: $814,785
Participant contributions: $515,257
Total income / additions: $5,759,697

Expenses & distributions

Benefits paid / distributions: $1,285,841
Total expenses: $1,287,804
Net increase / (decrease): $4,471,893

Coverage

Total reported participants: 455
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Palmer Trinity Private School plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Palmer Trinity School 403(B) Dc Plan	001	324	$29,789,212	2023
Palmer Trinity Private School Employee Benefits Plan	501	131	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Palmer Trinity Private School
Year	Plan	Participants	Schedules	Filing
2023	Palmer Trinity School 403(B) Dc Plan	324	H, C	20240703060242NAL0009071312001
2023	Palmer Trinity Private School Employee Benefits Plan	131	—	20250131140222NAL0004035328001