2023 Form 5500 filing — Pusch Ridge Christian Academy, 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 20250328153437NAL0000696243001) for Pusch Ridge Christian Academy, Inc. 401(K) Plan, reported by Pusch Ridge Christian Academy, Inc. under EIN 86-0987556 and plan number 002. It reports 191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250328153437NAL0000696243001
Filing year
2023
Form type
2
Plan sponsor
Pusch Ridge Christian Academy, Inc.
EIN
86-0987556
Plan number
002
Location
Tucson, AZ
Participants
191
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$6,052,373
Total liabilities (EOY)
$7,536
Net assets (EOY)
$6,044,837
Employer contributions
$270,069
Participant contributions
$498,675
Total income / additions
$1,591,043
Benefits paid
$588,685
Administrative expenses
$36,553
Total expenses
$625,238
Net increase / (decrease)
$965,805
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Edward JonesINVESTMENT MANAGER$25,477$0
Pinnacle Plan Design, LLCTHIRD PARTY ADMINISTRATO$7,906$0

Related Form 5500 pages