2023 Form 5500 filing — St. George'S Independent School 403(B) 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 20250415102553NAL0001427923001) for St. George'S Independent School 403(B) Retirement Plan, reported by St. George'S Independent School under EIN 62-1761850 and plan number 001. It reports 300 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415102553NAL0001427923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. George'S Independent School
- EIN
- 62-1761850
- Plan number
- 001
- Location
- Collierville, TN
- Participants
- 300
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,008,825
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,008,825
- Employer contributions
- $516,767
- Participant contributions
- $609,968
- Total income / additions
- $3,659,497
- Benefits paid
- $3,199,787
- Administrative expenses
- $40,745
- Total expenses
- $3,240,532
- Net increase / (decrease)
- $418,965
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co. | NONE | $0 | $132,431 |
| Raymond James & Associates, Inc. | NONE | $0 | $47,288 |
| Access Retirement Services LLC | NONE | $38,508 | not reported in the loaded dataset |