2023 Form 5500 filing — Holy Innocents' Episcopal School 403(B) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731124518NAL0012682179001) for Holy Innocents' Episcopal School 403(B) Plan, reported by Holy Innocents' Episcopal School, Inc. under EIN 58-1120296 and plan number 001. It reports 592 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731124518NAL0012682179001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Holy Innocents' Episcopal School, Inc.
- EIN
- 58-1120296
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 592
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,298,385
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,298,385
- Employer contributions
- $822,987
- Participant contributions
- $1,479,480
- Total income / additions
- $11,627,659
- Benefits paid
- $3,477,264
- Administrative expenses
- $30,799
- Total expenses
- $3,508,063
- Net increase / (decrease)
- $8,119,596
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPING | $26,333 | $0 |
| Well And Good LLC | ADVISOR | $3,600 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | TPA | $2,140 | not reported in the loaded dataset |