Communities In Schools Of Jacksonville, Inc. Tax Deferred Annuity Plan — Form 5500 plan (Communities In Schools 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, Communities In Schools Of Jacksonville, Inc. Tax Deferred Annuity Plan is a benefit plan reported by Communities In Schools Of Jacksonville, Inc. under EIN 59-3027895 and plan number 002. The latest loaded filing year is 2023. The filing reports 117 participants and $968,850 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Communities In Schools Of Jacksonville, Inc.
EIN
59-3027895
Plan number
002
Plan type
2
Location
Jacksonville, FL
Latest filing year
2023
Participants
117
End-of-year plan assets
$968,850

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023117I, C20241025073306NAL0004367442001
2023161I, C20241025073406NAL0004367714001
2023152I, C20241025073446NAL0001342259001
2023156I, C20241025073551NAL0002076465001
2023149I, C20241025073628NAL0001342371001
2023144I, C20241025073840NAL0001342419001
2023153I, C20241025074051NAL0002085809001
2023141I, C20241025074125NAL0002088161001
2023158I, C20241025074334NAL0001347331001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$968,850
Total liabilities (EOY)
$0
Net assets (EOY)
$968,850
Net assets (BOY)
$814,668

Income & contributions

Employer contributions
$94,612
Participant contributions
$31,236
Total income / additions
$193,317

Expenses & distributions

Benefits paid
$35,413
Administrative expenses
$3,722
Total expenses
$39,135
Net increase / (decrease)
$154,182

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life InsuranceCONTRACT ADMIN$18,992$02023
Kestra Advisory ServicesINVESTMENT ADVISORY$0$8,5612023

Related Form 5500 pages