Jacksonville Country Day School, Inc. 403(B) Plan — Form 5500 plan (Jacksonville Country Day 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, Jacksonville Country Day School, Inc. 403(B) Plan is a benefit plan reported by Jacksonville Country Day School, Inc. under EIN 59-0905430 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $11,108,700 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jacksonville Country Day School, Inc.
- EIN
- 59-0905430
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 145
- End-of-year plan assets
- $11,108,700
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 145 | H, C | 20250203134455NAL0003652019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,108,700
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,108,700
- Net assets (BOY)
- $9,584,885
Income & contributions
- Employer contributions
- $212,293
- Participant contributions
- $441,026
- Total contributions
- $826,702
- Total income / additions
- $2,302,471
Expenses & distributions
- Benefits paid
- $772,642
- Administrative expenses
- $6,014
- Total expenses
- $778,656
- Net increase / (decrease)
- $1,523,815
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Portfolios Advisors, Inc | INVESTMENT ADVISORY | $0 | $22,764 | 2023 |
| Reliastar Life Insurance Company | SERVICE PROVIDER | not reported in the loaded dataset | $7,189 | 2023 |
| Bates & Cmoppany, Inc | CONTRACT ADMINISTRATOR | $1,650 | $3,336 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $3,876 | $0 | 2023 |
| Equitable Financial Life Ins Co | RECORDKEEPER | $0 | $0 | 2023 |
| Wilshire Advisors, LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jacksonville Country Day School, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- American Portfolios Advisors, Inc — Schedule C compensation
- Reliastar Life Insurance Company — Schedule C compensation
- Bates & Cmoppany, Inc — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Equitable Financial Life Ins Co — Schedule C compensation
- Wilshire Advisors, LLC — Schedule C compensation