2023 Form 5500 filing — The Master'S Academy 401(K) 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 20250121080017NAL0006531586001) for The Master'S Academy 401(K) Plan, reported by The Master'S Academy Of Central Florida, Inc. under EIN 59-2663620 and plan number 001. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250121080017NAL0006531586001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Master'S Academy Of Central Florida, Inc.
- EIN
- 59-2663620
- Plan number
- 001
- Location
- Oviedo, FL
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,835,431
- Net assets (EOY)
- $4,835,431
- Employer contributions
- $103,413
- Participant contributions
- $292,312
- Total income / additions
- $1,189,781
- Benefits paid
- $543,636
- Administrative expenses
- $29,566
- Total expenses
- $573,202
- Net increase / (decrease)
- $616,579
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Martin, Martin, Randall & Assoc. | CONTRACT ADMIN | $6,997 | $4,152 |
| Empower Annuity Insurance Company | RECORDKEEPER | $8,686 | $0 |
| Commonwealth Equity Services, LLC | INVESTMENT ADVISOR | $7,860 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,023 | $0 |