2023 Form 5500 filing — Palmer Trinity School 403(B) Dc 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 20240703060242NAL0009071312001) for Palmer Trinity School 403(B) Dc Plan, reported by Palmer Trinity Private School, Inc. under EIN 23-7098500 and plan number 001. It reports 324 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240703060242NAL0009071312001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Palmer Trinity Private School, Inc.
- EIN
- 23-7098500
- Plan number
- 001
- Location
- Palmetto Bay, FL
- Participants
- 324
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,789,212
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,789,212
- Employer contributions
- $814,785
- Participant contributions
- $515,257
- Total income / additions
- $5,759,697
- Benefits paid
- $1,285,841
- Administrative expenses
- $1,963
- Total expenses
- $1,287,804
- Net increase / (decrease)
- $4,471,893
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $102 | $0 |