2023 Form 5500 filing — Shorecrest Preparatory 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 20241015123801NAL0047935872001) for Shorecrest Preparatory School 403(B) Dc Plan, reported by Shorecrest Preparatory School under EIN 23-7412158 and plan number 001. It reports 383 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123801NAL0047935872001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shorecrest Preparatory School
- EIN
- 23-7412158
- Plan number
- 001
- Location
- St. Petersburg, FL
- Participants
- 383
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,771,162
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,771,162
- Employer contributions
- $748,063
- Participant contributions
- $680,996
- Total income / additions
- $4,515,901
- Benefits paid
- $1,153,088
- Administrative expenses
- $47,370
- Total expenses
- $1,200,458
- Net increase / (decrease)
- $3,315,443
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $27,950 | $0 |
| Resources Investment Advisors,Inc. | ADVISOR | $10,614 | not reported in the loaded dataset |
| Onedigital Investment Advisors | ADVISOR | $4,313 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | TPA | $3,217 | not reported in the loaded dataset |
| Resource Investment Advisors | ADVISOR | $1,500 | not reported in the loaded dataset |