Jupiter Christian School, Inc. 401(K) Retirement Plan — Form 5500 plan (Jupiter Christian 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, Jupiter Christian School, Inc. 401(K) Retirement Plan is a benefit plan reported by Jupiter Christian School, Inc. under EIN 59-1109899 and plan number 001. The latest loaded filing year is 2023. The filing reports 203 participants and $2,692,364 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jupiter Christian School, Inc.
- EIN
- 59-1109899
- Plan number
- 001
- Plan type
- 2
- Location
- Jupiter, FL
- Latest filing year
- 2023
- Participants
- 203
- End-of-year plan assets
- $2,692,364
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 203 | H, C | 20250604134352NAL0011291809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,692,364
- Total liabilities (EOY)
- $6,050
- Net assets (EOY)
- $2,686,314
- Net assets (BOY)
- $1,757,493
Income & contributions
- Employer contributions
- $222,709
- Participant contributions
- $418,294
- Total contributions
- $656,939
- Total income / additions
- $1,024,506
Expenses & distributions
- Benefits paid
- $63,989
- Administrative expenses
- $31,696
- Total expenses
- $95,685
- Net increase / (decrease)
- $928,821
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Fin. Life Ins. Co. | RECORD KEEPER | $16,368 | $0 | 2023 |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $14,261 | $0 | 2023 |
| Rpa Financial LLC | INVESTMENT ADVISOR | $1,067 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jupiter Christian School, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jupiter, FL
- Transamerica Fin. Life Ins. Co. — Schedule C compensation
- Admin. Group, LLC Dba Tag Resources — Schedule C compensation
- Rpa Financial LLC — Schedule C compensation