All Saints Academy 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: All Saints Academy
  • Sponsor EIN: 593246571
  • Sponsor Address: 2001 STATE ROAD 540 W, WINTER HAVEN, FL, 33880
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 88
  • Total Assets: $5.3M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202388$5.3M$160,548$82,237
202283$4.9M$150,724$101,216

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