2023 Form 5500 filing — Francis Parker School Of Louisville, Inc. 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 20250127105517NAL0020388768001) for Francis Parker School Of Louisville, Inc. Retirement Plan, reported by Francis Parker School Of Louisville, Inc. under EIN 31-0896538 and plan number 001. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250127105517NAL0020388768001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Francis Parker School Of Louisville, Inc.
- EIN
- 31-0896538
- Plan number
- 001
- Location
- Louisville, KY
- Participants
- 170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,848,544
- Total liabilities (EOY)
- $6,747
- Net assets (EOY)
- $10,841,797
- Employer contributions
- $209,287
- Participant contributions
- $350,467
- Total income / additions
- $2,068,942
- Benefits paid
- $1,211,908
- Administrative expenses
- $31,293
- Total expenses
- $1,243,201
- Net increase / (decrease)
- $825,741
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stegner Investment Associates, Inc. | ADVISOR | $20,000 | not reported in the loaded dataset |
| Capital Group Retirement Plan Serv | RECORDKEEPER | $8,827 | $0 |