Antilles Schools 403(B) Plan — Form 5500 plan (Antilles School, 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, Antilles Schools 403(B) Plan is a benefit plan reported by Antilles School, Inc. under EIN 67-0250379 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $14,808,238 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Antilles School, Inc.
EIN
67-0250379
Plan number
001
Plan type
2
Location
St Thomas, VI
Latest filing year
2023
Participants
172
End-of-year plan assets
$14,808,238

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023172H, C20240702152818NAL0003658435001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,808,238
Total liabilities (EOY)
$0
Net assets (EOY)
$14,808,238
Net assets (BOY)
$13,998,644

Income & contributions

Employer contributions
$49,541
Participant contributions
$257,644
Total contributions
$307,950
Total income / additions
$2,281,549

Expenses & distributions

Benefits paid
$1,447,873
Administrative expenses
$24,082
Total expenses
$1,471,955
Net increase / (decrease)
$809,594

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Marshall & Sterling Wealth AdvisorsADVISOR$14,047not reported in the loaded dataset2023
Tiaa - Teachers Insurance And AnnuRECORDKEEPER$10,233$02023

Related Form 5500 pages