2023 Form 5500 filing — Saint James School Tda
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 20241015133922NAL0016509939005) for Saint James School Tda, reported by Saint James School under EIN 63-0366280 and plan number 003. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$8.9MReported net assets$8,924,191
Participants142
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20241015133922NAL0016509939005
- Plan sponsor
- Saint James School
- EIN
- 63-0366280
- Plan number
- 003
- Location
- Montgomery, AL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$8.9M total assets
Net assets$8.9MLiabilities—
Full reported line items
- Total assets (EOY)
- $8,924,191
- Net assets (EOY)
- $8,924,191
- Participant contributions
- $223,973
- Total income / additions
- $875,971
- Benefits paid
- $399,266
- Total expenses
- $399,266
- Net increase / (decrease)
- $476,705