The Providence School 401(K) Retirement Plan — Form 5500 plan (Providence 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, The Providence School 401(K) Retirement Plan is a benefit plan reported by Providence Schools Of Jacksonville, Inc. under EIN 59-3391416 and plan number 001. The latest loaded filing year is 2023. The filing reports 277 participants and $7,025,220 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Providence Schools Of Jacksonville, Inc.
EIN
59-3391416
Plan number
001
Plan type
2
Location
Jacksonville, FL
Latest filing year
2023
Participants
277
End-of-year plan assets
$7,025,220

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023277H, C20250331131400NAL0005488417001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,025,220
Total liabilities (EOY)
$0
Net assets (EOY)
$7,025,220
Net assets (BOY)
$5,439,244

Income & contributions

Employer contributions
$302,481
Participant contributions
$432,327
Total contributions
$734,808
Total income / additions
$1,754,546

Expenses & distributions

Benefits paid
$151,782
Administrative expenses
$16,788
Total expenses
$168,570
Net increase / (decrease)
$1,585,976

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American United Life Insurance CoNONE$742$45,7402023
Pensionmark Fin Group LLCNONE$0$15,1522023

Related Form 5500 pages