Shorecrest Preparatory School 403(B) Dc Plan — Form 5500 plan (Shorecrest Preparatory School)
Plain-English plan 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, Shorecrest Preparatory School 403(B) Dc Plan is a benefit plan reported by Shorecrest Preparatory School under EIN 23-7412158 and plan number 001. The latest loaded filing year is 2023. The filing reports 383 participants and $20,771,162 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shorecrest Preparatory School
- EIN
- 23-7412158
- Plan number
- 001
- Plan type
- 2
- Location
- St. Petersburg, FL
- Latest filing year
- 2023
- Participants
- 383
- End-of-year plan assets
- $20,771,162
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 383 | H, C | 20241015123801NAL0047935872001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,771,162
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,771,162
- Net assets (BOY)
- $17,455,719
Income & contributions
- Employer contributions
- $748,063
- Participant contributions
- $680,996
- Total contributions
- $1,490,280
- Total income / additions
- $4,515,901
Expenses & distributions
- Benefits paid
- $1,153,088
- Administrative expenses
- $47,370
- Total expenses
- $1,200,458
- Net increase / (decrease)
- $3,315,443
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $27,950 | $0 | 2023 |
| Resources Investment Advisors,Inc. | ADVISOR | $10,614 | not reported in the loaded dataset | 2023 |
| Onedigital Investment Advisors | ADVISOR | $4,313 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | TPA | $3,217 | not reported in the loaded dataset | 2023 |
| Resource Investment Advisors | ADVISOR | $1,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shorecrest Preparatory School
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in St. Petersburg, FL
- Tiaa — Schedule C compensation
- Resources Investment Advisors,Inc. — Schedule C compensation
- Onedigital Investment Advisors — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation
- Resource Investment Advisors — Schedule C compensation