2023 Form 5500 filing — Canterbury 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 20260324150617NAL0002641169001) for Canterbury School 403(B) Retirement Plan, reported by The Canterbury School, Inc. under EIN 59-1058089 and plan number 001. It reports 254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260324150617NAL0002641169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Canterbury School, Inc.
- EIN
- 59-1058089
- Plan number
- 001
- Location
- Fort Myers, FL
- Participants
- 254
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,835,399
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,835,399
- Employer contributions
- $771,211
- Participant contributions
- $613,817
- Total income / additions
- $3,512,895
- Benefits paid
- $2,890,361
- Administrative expenses
- $114,202
- Total expenses
- $3,004,563
- Net increase / (decrease)
- $508,332
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hill Barth & King | AUDITOR | $44,100 | not reported in the loaded dataset |
| Nationwide | NONE | $30,841 | $0 |
| The Law Firm Of Robert S Forman, Pl | ATTORNEY | $28,338 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $26,814 | $0 |
| Case Pearlman Retirement Plan Advis | NONE | $25,543 | not reported in the loaded dataset |
| Pension Financial Services, Inc. | NONE | $20,836 | not reported in the loaded dataset |
| Hughes, Snell & Company | AUDITOR | $14,950 | not reported in the loaded dataset |