2023 Form 5500 filing — Saint James School Retirement
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 20241015133924NAL0016510067002) for Saint James School Retirement, reported by Saint James School under EIN 63-0366280 and plan number 002. It reports 262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133924NAL0016510067002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Saint James School
- EIN
- 63-0366280
- Plan number
- 002
- Location
- Montgomery, AL
- Participants
- 262
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,464,705
- Net assets (EOY)
- $12,464,705
- Employer contributions
- $90,072
- Total income / additions
- $978,278
- Benefits paid
- $527,589
- Administrative expenses
- $7,505
- Total expenses
- $535,094
- Net increase / (decrease)
- $443,184
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Carr, Riggs And Ingram, LLC | not reported in the loaded dataset | $7,505 | not reported in the loaded dataset |