Lake Highland Preparatory School 403(B) Plan — Form 5500 plan (Lake Highland 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, Lake Highland Preparatory School 403(B) Plan is a benefit plan reported by Lake Highland Preparatory School under EIN 59-0624431 and plan number 003. The latest loaded filing year is 2023. The filing reports 467 participants and $36,401,659 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lake Highland Preparatory School
- EIN
- 59-0624431
- Plan number
- 003
- Plan type
- 2
- Location
- Orlando, FL
- Latest filing year
- 2023
- Participants
- 467
- End-of-year plan assets
- $36,401,659
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 467 | H, C | 20250317095612NAL0001592177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,401,659
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,401,659
- Net assets (BOY)
- $31,068,007
Income & contributions
- Employer contributions
- $524,530
- Participant contributions
- $1,753,185
- Total contributions
- $2,348,311
- Total income / additions
- $7,083,613
Expenses & distributions
- Benefits paid
- $1,701,564
- Administrative expenses
- $48,397
- Total expenses
- $1,749,961
- Net increase / (decrease)
- $5,333,652
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $26,440 | $0 | 2023 |
| Raymond James Financial Services | INVESTMENT ADVISORY | $21,958 | not reported in the loaded dataset | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lake Highland Preparatory School
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Orlando, FL
- Principal Life Insurance Company — Schedule C compensation
- Raymond James Financial Services — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation