2023 Form 5500 filing — Jacksonville Country Day School, Inc. 403(B) 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 20250203134455NAL0003652019001) for Jacksonville Country Day School, Inc. 403(B) Plan, reported by Jacksonville Country Day School, Inc. under EIN 59-0905430 and plan number 001. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250203134455NAL0003652019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jacksonville Country Day School, Inc.
- EIN
- 59-0905430
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 145
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,108,700
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,108,700
- Employer contributions
- $212,293
- Participant contributions
- $441,026
- Total income / additions
- $2,302,471
- Benefits paid
- $772,642
- Administrative expenses
- $6,014
- Total expenses
- $778,656
- Net increase / (decrease)
- $1,523,815
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Portfolios Advisors, Inc | INVESTMENT ADVISORY | $0 | $22,764 |
| Reliastar Life Insurance Company | SERVICE PROVIDER | not reported in the loaded dataset | $7,189 |
| Bates & Cmoppany, Inc | CONTRACT ADMINISTRATOR | $1,650 | $3,336 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $3,876 | $0 |
| Equitable Financial Life Ins Co | RECORDKEEPER | $0 | $0 |
| Wilshire Advisors, LLC | INVESTMENT ADVISORY | $0 | $0 |