Canterbury School, Inc. 403(B) Retirement Plan — Form 5500 plan (The Canterbury 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, Canterbury School, Inc. 403(B) Retirement Plan is a benefit plan reported by The Canterbury School, Inc. under EIN 59-1058089 and plan number 001. The latest loaded filing year is 2023. The filing reports 258 participants and $17,851,889 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Canterbury School, Inc.
- EIN
- 59-1058089
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Myers, FL
- Latest filing year
- 2023
- Participants
- 258
- End-of-year plan assets
- $17,851,889
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 258 | H, C | 20240604120517NAL0019411969001 |
| 2023 | 254 | H, C | 20260324150617NAL0002641169001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,835,399
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,835,399
- Net assets (BOY)
- $14,327,067
Income & contributions
- Employer contributions
- $771,211
- Participant contributions
- $613,817
- Total contributions
- $1,423,932
- Total income / additions
- $3,512,895
Expenses & distributions
- Benefits paid
- $2,890,361
- Administrative expenses
- $114,202
- Total expenses
- $3,004,563
- Net increase / (decrease)
- $508,332
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hill Barth & King | AUDITOR | $44,100 | not reported in the loaded dataset | 2023 |
| Nationwide | NONE | $30,841 | $0 | 2023 |
| The Law Firm Of Robert S Forman, Pl | ATTORNEY | $28,338 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $26,814 | $0 | 2023 |
| Case Pearlman Retirement Plan Advis | NONE | $25,543 | not reported in the loaded dataset | 2023 |
| Pension Financial Services, Inc. | NONE | $20,836 | not reported in the loaded dataset | 2023 |
| Hughes, Snell & Company | AUDITOR | $14,950 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Canterbury School, Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Myers, FL
- Hill Barth & King — Schedule C compensation
- Nationwide — Schedule C compensation
- The Law Firm Of Robert S Forman, Pl — Schedule C compensation
- Newport Group, Inc. — Schedule C compensation
- Case Pearlman Retirement Plan Advis — Schedule C compensation
- Pension Financial Services, Inc. — Schedule C compensation
- Hughes, Snell & Company — Schedule C compensation