Plan5500

Pace Academy, Inc. Tax Sheltered Annuity Plan — Form 5500 plan (Pace Academy, Inc.)

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, Pace Academy, Inc. Tax Sheltered Annuity Plan is a benefit plan reported by Pace Academy, Inc. under EIN 58-0706812 and plan number 002. The latest loaded filing year is 2023. The filing reports 698 participants and $54,780,282 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pace Academy, Inc.
EIN
58-0706812
Plan number
002
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
698
End-of-year plan assets
$54,780,282

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023698H, C20240516181718NAL0051301136001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$54,780,282
Total liabilities (EOY)
$0
Net assets (EOY)
$54,780,282
Net assets (BOY)
$46,355,566

Income & contributions

Employer contributions
$1,119,975
Participant contributions
$1,452,262
Total contributions
$3,311,058
Total income / additions
$10,825,739

Expenses & distributions

Benefits paid
$2,303,525
Administrative expenses
$92,660
Total expenses
$2,401,023
Net increase / (decrease)
$8,424,716

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cannon Financial Strategists, Inc.CONSULTANT$72,064not reported in the loaded dataset2023
Tiaa-Teachers Insurance And AnnuityRECORD KEEPER$21,548$02023

Related Form 5500 pages