Trinity Preparatory School Defined Contribution Retirement Plan — Form 5500 plan (Trinity Preparatory School Of Florida, 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, Trinity Preparatory School Defined Contribution Retirement Plan is a benefit plan reported by Trinity Preparatory School Of Florida, Inc. under EIN 59-1156418 and plan number 002. The latest loaded filing year is 2023. The filing reports 297 participants and $26,032,393 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trinity Preparatory School Of Florida, Inc.
EIN
59-1156418
Plan number
002
Plan type
2
Location
Winter Park, FL
Latest filing year
2023
Participants
297
End-of-year plan assets
$26,032,393

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023297H, C20250319092205NAL0002482707001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,032,393
Total liabilities (EOY)
$0
Net assets (EOY)
$26,032,393
Net assets (BOY)
$23,598,835

Income & contributions

Employer contributions
$739,941
Participant contributions
$849,087
Total contributions
$1,667,723
Total income / additions
$4,407,599

Expenses & distributions

Benefits paid
$1,843,364
Administrative expenses
$122,311
Total expenses
$1,974,476
Net increase / (decrease)
$2,433,123

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa-Teachers Insurance And AnnuityRECORDKEEPER$31,140$02023
Global Retirement Partners, LLCNONE$20,000not reported in the loaded dataset2023

Related Form 5500 pages