2023 Form 5500 filing — The Bolles School 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 20250507135956NAL0010699985001) for The Bolles School Retirement Plan, reported by The Bolles School under EIN 59-0637814 and plan number 001. It reports 360 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250507135956NAL0010699985001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Bolles School
- EIN
- 59-0637814
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 360
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,511,705
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $64,511,705
- Employer contributions
- $1,582,741
- Participant contributions
- $2,003,105
- Total income / additions
- $12,757,491
- Benefits paid
- $6,488,114
- Administrative expenses
- $190,606
- Total expenses
- $6,678,720
- Net increase / (decrease)
- $6,078,771
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $190,606 | $0 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY | $0 | $75,793 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |