Episcopal School Of Jacksonville Defined Contribution Retirement Plan — Form 5500 plan (Episcopal School Of Jacksonville, 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, Episcopal School Of Jacksonville Defined Contribution Retirement Plan is a benefit plan reported by Episcopal School Of Jacksonville, Inc. under EIN 59-1147278 and plan number 001. The latest loaded filing year is 2023. The filing reports 465 participants and $35,062,806 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Episcopal School Of Jacksonville, Inc.
- EIN
- 59-1147278
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 465
- End-of-year plan assets
- $35,062,806
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 465 | H, C | 20241107124727NAL0010261313002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,062,806
- Net assets (EOY)
- $35,062,806
- Net assets (BOY)
- $30,378,181
Income & contributions
- Employer contributions
- $791,892
- Participant contributions
- $1,396,865
- Total contributions
- $2,287,707
- Total income / additions
- $6,752,026
Expenses & distributions
- Benefits paid
- $2,010,293
- Administrative expenses
- $47,372
- Total expenses
- $2,070,142
- Net increase / (decrease)
- $4,681,884
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa Teachers Insurance Annuity Asn | not reported in the loaded dataset | $24,822 | $0 | 2023 |
| Cambridge Investment Research, Inc. | not reported in the loaded dataset | $12,000 | not reported in the loaded dataset | 2023 |
| Smoak, Davis, & Nixon, Llp | not reported in the loaded dataset | $11,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Episcopal School Of Jacksonville, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Tiaa Teachers Insurance Annuity Asn — Schedule C compensation
- Cambridge Investment Research, Inc. — Schedule C compensation
- Smoak, Davis, & Nixon, Llp — Schedule C compensation