Pine Crest Preparatory School, Inc. 403(B) 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. 403(B) Plan is a benefit plan reported by Pine Crest Preparatory School, Inc. under EIN 59-0861374 and plan number 004. The latest loaded filing year is 2023. The filing reports 747 participants and $64,418,467 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
004
Plan type
2
Location
Fort Lauderdale, FL
Latest filing year
2023
Participants
747
End-of-year plan assets
$64,418,467

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023747H, C20250305155503NAL0008784289001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$64,418,467
Total liabilities (EOY)
$0
Net assets (EOY)
$64,418,467
Net assets (BOY)
$55,179,592

Income & contributions

Employer contributions
$2,985,342
Participant contributions
$2,425,429
Total contributions
$5,968,183
Total income / additions
$12,532,337

Expenses & distributions

Benefits paid
$3,235,191
Administrative expenses
$58,138
Total expenses
$3,293,462
Net increase / (decrease)
$9,238,875

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Flexpath Strategies, LLCNONE$31,711not reported in the loaded dataset2023
TiaaNONE$26,427$02023

Related Form 5500 pages