2023 Form 5500 filing — Carrollwood Day School 401k Profit Sharing 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 20250513093236NAL0026328048001) for Carrollwood Day School 401k Profit Sharing Plan, reported by Carrollwood Day School under EIN 31-1581952 and plan number 001. It reports 247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250513093236NAL0026328048001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carrollwood Day School
- EIN
- 31-1581952
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 247
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,500,929
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,500,929
- Employer contributions
- $597,690
- Participant contributions
- $1,036,097
- Total income / additions
- $3,722,784
- Benefits paid
- $456,133
- Administrative expenses
- $65,738
- Total expenses
- $526,114
- Net increase / (decrease)
- $3,196,670
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $63,456 | $180 |
| Nbc Securities Inc | OTHER SERVICES | $0 | $26,716 |
| Southern Pension Services | CONTRACT ADMINISTRATOR | $2,280 | $5,663 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |