2023 Form 5500 filing — Hope Christian Schools, Inc. 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 20240925112049NAL0014241249001) for Hope Christian Schools, Inc. 403(B) Plan, reported by Hope Christian Schools, Inc. under EIN 85-0244670 and plan number 001. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925112049NAL0014241249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hope Christian Schools, Inc.
- EIN
- 85-0244670
- Plan number
- 001
- Location
- Albuquerque, NM
- Participants
- 207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,878,447
- Total liabilities (EOY)
- $2,113
- Net assets (EOY)
- $4,876,334
- Employer contributions
- $152,330
- Participant contributions
- $288,042
- Total income / additions
- $1,078,403
- Benefits paid
- $603,221
- Administrative expenses
- $58,486
- Total expenses
- $661,707
- Net increase / (decrease)
- $416,696
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide Trust Co. | CUSTODIAN | $47,851 | $1,844 |
| Morgan Stanley Smith Barney LLC | BROKER-DEALER | $0 | $18,543 |
| Pattison Pension Specialists, Inc. | THIRD PARTY ADMINISTRATO | $8,745 | $1,016 |
| Active Core-Activethroughtargetdate | BROKER-DEALER | $2,342 | not reported in the loaded dataset |