2023 Form 5500 filing — The Villages Charter School, Inc. Employees Savings 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 20250417130954NAL0001003809001) for The Villages Charter School, Inc. Employees Savings Plan, reported by The Villages Charter School, Inc. under EIN 59-3597803 and plan number 001. It reports 606 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$27.5MReported net assets$27,512,409
Participants606
Provider compensation$49.6K1 Schedule C row(s)$49,616
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250417130954NAL0001003809001
Plan sponsor
The Villages Charter School, Inc.
EIN
59-3597803
Plan number
001
Location
Middleton, FL
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$27.5M total assets
Net assets$27.5MLiabilities$0
Money in vs. money out
Total income / additions$7.1M
Total expenses$1.6M
Benefits paid / distributions$1.5M
Contributions
Employer$992.6K
Participant$1.5M
Full reported line items
Total assets (EOY)
$27,512,409
Total liabilities (EOY)
$0
Net assets (EOY)
$27,512,409
Employer contributions
$992,573
Participant contributions
$1,533,719
Total income / additions
$7,113,937
Benefits paid
$1,539,275
Administrative expenses
$49,628
Total expenses
$1,587,108
Net increase / (decrease)
$5,526,829

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$49,616$0

Related Form 5500 pages