2023 Form 5500 filing — Communities In Schools Of Jacksonville, Inc. Tax Deferred 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 20241025073306NAL0004367442001) for Communities In Schools Of Jacksonville, Inc. Tax Deferred Annuity Plan, reported by Communities In Schools Of Jacksonville, Inc. under EIN 59-3027895 and plan number 002. It reports 117 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$968.9KReported net assets$968,850
Participants117
Provider compensation$27.6K2 Schedule C row(s)$27,553
Schedules filedSchedule I, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241025073306NAL0004367442001
- Plan sponsor
- Communities In Schools Of Jacksonville, Inc.
- EIN
- 59-3027895
- Plan number
- 002
- Location
- Jacksonville, FL
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$968.9K total assets
Net assets$968.9KLiabilities$0
Full reported line items
- Total assets (EOY)
- $968,850
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $968,850
- Employer contributions
- $94,612
- Participant contributions
- $31,236
- Total income / additions
- $193,317
- Benefits paid
- $35,413
- Administrative expenses
- $3,722
- Total expenses
- $39,135
- Net increase / (decrease)
- $154,182
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance | CONTRACT ADMIN | $18,992 | $0 |
| Kestra Advisory Services | INVESTMENT ADVISORY | $0 | $8,561 |