St. Paul Academy And Summit School 403(B) Dc Plan — Form 5500 plan (St. Paul Academy And Summit 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, St. Paul Academy And Summit School 403(B) Dc Plan is a benefit plan reported by St. Paul Academy And Summit School under EIN 41-0943433 and plan number 001. The latest loaded filing year is 2023. The filing reports 424 participants and $56,933,744 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. Paul Academy And Summit School
- EIN
- 41-0943433
- Plan number
- 001
- Plan type
- 2
- Location
- St. Paul, MN
- Latest filing year
- 2023
- Participants
- 424
- End-of-year plan assets
- $56,933,744
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 424 | H, C | 20240523090743NAL0002381331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,933,744
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,933,744
- Net assets (BOY)
- $50,390,802
Income & contributions
- Employer contributions
- $1,256,137
- Participant contributions
- $991,663
- Total contributions
- $2,807,157
- Total income / additions
- $10,540,618
Expenses & distributions
- Benefits paid
- $3,966,407
- Administrative expenses
- $28,908
- Total expenses
- $3,997,676
- Net increase / (decrease)
- $6,542,942
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners, LLC | ADVISOR | $11,021 | not reported in the loaded dataset | 2023 |
| Olsen Thielen & Co. Ltd | AUDITOR | $10,500 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | TPA | $3,463 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $177 | $0 | 2023 |
| Fidelity Investments | RECORDKEEPER | $72 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for St. Paul Academy And Summit School
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in St. Paul, MN
- Capfinancial Partners, LLC — Schedule C compensation
- Olsen Thielen & Co. Ltd — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation
- Tiaa — Schedule C compensation
- Fidelity Investments — Schedule C compensation