Community School Of Naples Dc Retirement Plan — Form 5500 plan (Community School Of Naples)
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, Community School Of Naples Dc Retirement Plan is a benefit plan reported by Community School Of Naples under EIN 59-1920297 and plan number 001. The latest loaded filing year is 2023. The filing reports 346 participants and $26,207,959 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community School Of Naples
- EIN
- 59-1920297
- Plan number
- 001
- Plan type
- 2
- Location
- Naples, FL
- Latest filing year
- 2023
- Participants
- 346
- End-of-year plan assets
- $26,207,959
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 346 | H, C | 20241014145405NAL0015148803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,207,959
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,207,959
- Net assets (BOY)
- $22,087,692
Income & contributions
- Employer contributions
- $893,036
- Participant contributions
- $1,155,378
- Total contributions
- $2,125,037
- Total income / additions
- $5,981,906
Expenses & distributions
- Benefits paid
- $1,789,407
- Administrative expenses
- $73,070
- Total expenses
- $1,862,477
- Net increase / (decrease)
- $4,119,429
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $42,296 | $30 | 2023 |
| Everhart Advisors | NONE | $16,128 | not reported in the loaded dataset | 2023 |
| Case Pearlman Retirement Plan Advis | NONE | $14,645 | not reported in the loaded dataset | 2023 |