2023 Form 5500 filing — Episcopal School Of Jacksonville Defined Contribution 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 20241107124727NAL0010261313002) for Episcopal School Of Jacksonville Defined Contribution Retirement Plan, reported by Episcopal School Of Jacksonville, Inc. under EIN 59-1147278 and plan number 001. It reports 465 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241107124727NAL0010261313002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Episcopal School Of Jacksonville, Inc.
- EIN
- 59-1147278
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 465
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,062,806
- Net assets (EOY)
- $35,062,806
- Employer contributions
- $791,892
- Participant contributions
- $1,396,865
- Total income / additions
- $6,752,026
- Benefits paid
- $2,010,293
- Administrative expenses
- $47,372
- Total expenses
- $2,070,142
- Net increase / (decrease)
- $4,681,884
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa Teachers Insurance Annuity Asn | not reported in the loaded dataset | $24,822 | $0 |
| Cambridge Investment Research, Inc. | not reported in the loaded dataset | $12,000 | not reported in the loaded dataset |
| Smoak, Davis, & Nixon, Llp | not reported in the loaded dataset | $11,000 | not reported in the loaded dataset |