Whitefield Academy — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Whitefield Academy (EIN 58-1224983) is a plan sponsor located in Mableton, GA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
58-1224983
Location
Mableton, GA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$12,304,384
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$12,304,384

Contributions & income

Employer contributions
$440,798
Participant contributions
$520,690
Total income / additions
$2,726,951

Expenses & distributions

Benefits paid / distributions
$594,773
Total expenses
$598,674
Net increase / (decrease)
$2,128,277

Coverage

Total reported participants
426
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Whitefield Academy plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Whitefield Academy 403(B) Plan001273$12,304,3842023
Whitefield Academy Benefits Plan501153not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Whitefield Academy
YearPlanParticipantsSchedulesFiling
2023Whitefield Academy 403(B) Plan273H, C20240930110724NAL0005605249001
2023Whitefield Academy Benefits Plan15320250121133437NAL0002109251001

Related Form 5500 pages