2023 Form 5500 filing — Evangelical Christian School Employees' Retirement 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 20250317160120NAL0003286688001) for Evangelical Christian School Employees' Retirement Plan, reported by Evangelical Christian School under EIN 62-0728732 and plan number 001. It reports 222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317160120NAL0003286688001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Evangelical Christian School
- EIN
- 62-0728732
- Plan number
- 001
- Location
- Cordova, TN
- Participants
- 222
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,751,912
- Net assets (EOY)
- $8,751,912
- Employer contributions
- $148,019
- Participant contributions
- $487,326
- Total income / additions
- $1,844,227
- Benefits paid
- $428,627
- Administrative expenses
- $32,461
- Total expenses
- $461,088
- Net increase / (decrease)
- $1,383,139
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Massachusetts Mutual Life Ins Co | NONE | $11,678 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $7,579 | $0 |
| Fouts & Morgan Cpas Pc | NONE | $7,455 | not reported in the loaded dataset |
| Burleigh Consulting Group | NONE | $5,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | NONE | $750 | not reported in the loaded dataset |