2023 Form 5500 filing — Pace Academy, Inc. Tax Sheltered Annuity Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240516181718NAL0051301136001) for Pace Academy, Inc. Tax Sheltered Annuity Plan, reported by Pace Academy, Inc. under EIN 58-0706812 and plan number 002. It reports 698 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240516181718NAL0051301136001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pace Academy, Inc.
- EIN
- 58-0706812
- Plan number
- 002
- Location
- Atlanta, GA
- Participants
- 698
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,780,282
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,780,282
- Employer contributions
- $1,119,975
- Participant contributions
- $1,452,262
- Total income / additions
- $10,825,739
- Benefits paid
- $2,303,525
- Administrative expenses
- $92,660
- Total expenses
- $2,401,023
- Net increase / (decrease)
- $8,424,716
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cannon Financial Strategists, Inc. | CONSULTANT | $72,064 | not reported in the loaded dataset |
| Tiaa-Teachers Insurance And Annuity | RECORD KEEPER | $21,548 | $0 |