Plan5500

Stratford Academy, Inc. Retirement Plan — Form 5500 plan (Stratford 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, Stratford Academy, Inc. Retirement Plan is a benefit plan reported by Stratford Academy, Inc. under EIN 58-0831002 and plan number 002. The latest loaded filing year is 2023. The filing reports 221 participants and $18,528,847 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stratford Academy, Inc.
EIN
58-0831002
Plan number
002
Plan type
2
Location
Macon, GA
Latest filing year
2023
Participants
221
End-of-year plan assets
$18,528,847

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023221H, C20250227134506NAL0002206753001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,528,847
Net assets (EOY)
$18,528,847
Net assets (BOY)
$16,996,906

Income & contributions

Employer contributions
$257,122
Participant contributions
$587,267
Total contributions
$844,389
Total income / additions
$3,719,546

Expenses & distributions

Benefits paid
$2,182,087
Administrative expenses
$5,743
Total expenses
$2,187,830
Net increase / (decrease)
$1,531,716

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa-Teachers Ins & Annuitynot reported in the loaded dataset$5,743$02023

Related Form 5500 pages