2023 Form 5500 filing — Community School Of Naples Dc Retirement 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 20241014145405NAL0015148803001) for Community School Of Naples Dc Retirement Plan, reported by Community School Of Naples under EIN 59-1920297 and plan number 001. It reports 346 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014145405NAL0015148803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community School Of Naples
- EIN
- 59-1920297
- Plan number
- 001
- Location
- Naples, FL
- Participants
- 346
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,207,959
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,207,959
- Employer contributions
- $893,036
- Participant contributions
- $1,155,378
- Total income / additions
- $5,981,906
- Benefits paid
- $1,789,407
- Administrative expenses
- $73,070
- Total expenses
- $1,862,477
- Net increase / (decrease)
- $4,119,429
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $42,296 | $30 |
| Everhart Advisors | NONE | $16,128 | not reported in the loaded dataset |
| Case Pearlman Retirement Plan Advis | NONE | $14,645 | not reported in the loaded dataset |