St. Edward'S School Defined Contribution Retirement Plan — Form 5500 plan (Saint Edward'S 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, St. Edward'S School Defined Contribution Retirement Plan is a benefit plan reported by Saint Edward'S School under EIN 59-1059214 and plan number 001. The latest loaded filing year is 2023. The filing reports 300 participants and $21,687,791 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Saint Edward'S School
- EIN
- 59-1059214
- Plan number
- 001
- Plan type
- 2
- Location
- Vero Beach, FL
- Latest filing year
- 2023
- Participants
- 300
- End-of-year plan assets
- $21,687,791
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 300 | H, C | 20241028094106NAL0007562482001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,687,791
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,687,791
- Net assets (BOY)
- $19,473,235
Income & contributions
- Employer contributions
- $398,885
- Participant contributions
- $659,631
- Total contributions
- $1,058,516
- Total income / additions
- $3,947,734
Expenses & distributions
- Benefits paid
- $1,724,513
- Administrative expenses
- $5,415
- Total expenses
- $1,741,969
- Net increase / (decrease)
- $2,205,765
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Consulting Group | N/A | $5,415 | $0 | 2023 |
| Tiaa-Teachers Ins & Annuity Assc | N/A | $0 | $0 | 2023 |
| Rehmann Financial Group | N/A | $0 | $0 | 2023 |
| Charles Schwab Trust Bank | N/A | $0 | $0 | 2023 |
| Charles Schwab & Co., Inc. | N/A | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Saint Edward'S School
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Vero Beach, FL
- Usi Consulting Group — Schedule C compensation
- Tiaa-Teachers Ins & Annuity Assc — Schedule C compensation
- Rehmann Financial Group — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation