The Master'S Academy 401(K) Plan — Form 5500 plan (The Master'S Academy Of Central 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, The Master'S Academy 401(K) Plan is a benefit plan reported by The Master'S Academy Of Central Florida, Inc. under EIN 59-2663620 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $4,835,431 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Master'S Academy Of Central Florida, Inc.
- EIN
- 59-2663620
- Plan number
- 001
- Plan type
- 2
- Location
- Oviedo, FL
- Latest filing year
- 2023
- Participants
- 167
- End-of-year plan assets
- $4,835,431
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 167 | H, C | 20250121080017NAL0006531586001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,835,431
- Net assets (EOY)
- $4,835,431
- Net assets (BOY)
- $4,218,852
Income & contributions
- Employer contributions
- $103,413
- Participant contributions
- $292,312
- Total contributions
- $395,725
- Total income / additions
- $1,189,781
Expenses & distributions
- Benefits paid
- $543,636
- Administrative expenses
- $29,566
- Total expenses
- $573,202
- Net increase / (decrease)
- $616,579
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Martin, Martin, Randall & Assoc. | CONTRACT ADMIN | $6,997 | $4,152 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $8,686 | $0 | 2023 |
| Commonwealth Equity Services, LLC | INVESTMENT ADVISOR | $7,860 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,023 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Master'S Academy Of Central Florida, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Oviedo, FL
- Martin, Martin, Randall & Assoc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Commonwealth Equity Services, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation