Pine Crest Preparatory School, Inc. Money Purchase Pension Plan — Form 5500 plan (Pine Crest Preparatory School, 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, Pine Crest Preparatory School, Inc. Money Purchase Pension Plan is a benefit plan reported by Pine Crest Preparatory School, Inc. under EIN 59-0861374 and plan number 003. The latest loaded filing year is 2023. The filing reports 781 participants and $66,469,354 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pine Crest Preparatory School, Inc.
EIN
59-0861374
Plan number
003
Plan type
2
Location
Fort Lauderdale, FL
Latest filing year
2023
Participants
781
End-of-year plan assets
$66,469,354

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023781H, C20250305154902NAL0005361219001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$66,469,354
Total liabilities (EOY)
$0
Net assets (EOY)
$66,469,354
Net assets (BOY)
$62,549,370

Income & contributions

Total contributions
$0
Total income / additions
$7,204,947

Expenses & distributions

Benefits paid
$3,224,490
Administrative expenses
$60,473
Total expenses
$3,284,963
Net increase / (decrease)
$3,919,984

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Flexpath Strategies, LLCNONE$30,811not reported in the loaded dataset2023
TiaaNONE$29,662$02023

Related Form 5500 pages