2023 Form 5500 filing — Trinity Presbyterian School, Inc. 401(K) 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 20250220065822NAL0004906337001) for Trinity Presbyterian School, Inc. 401(K) Plan, reported by Trinity Presbyterian School, Inc under EIN 63-0586676 and plan number 002. It reports 126 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250220065822NAL0004906337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trinity Presbyterian School, Inc
- EIN
- 63-0586676
- Plan number
- 002
- Location
- Montgomery, AL
- Participants
- 126
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,663,377
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,663,377
- Employer contributions
- $118,632
- Participant contributions
- $186,975
- Total income / additions
- $1,254,289
- Benefits paid
- $1,596,232
- Administrative expenses
- $52,707
- Total expenses
- $1,663,865
- Net increase / (decrease)
- -$409,576
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $43,272 | $0 |
| Synovus Trust Company N.A. | OTHER | $23,497 | not reported in the loaded dataset |