2023 Form 5500 filing — The Woodlands Christian Academy 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 20250331093327NAL0005441025001) for The Woodlands Christian Academy 403(B) Plan, reported by The Woodlands Christian Academy under EIN 76-0391401 and plan number 001. It reports 262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7MReported net assets$6,985,753
Participants262
Provider compensation$70.1K3 Schedule C row(s)$70,087
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250331093327NAL0005441025001
Plan sponsor
The Woodlands Christian Academy
EIN
76-0391401
Plan number
001
Location
The Woodlands, TX
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)$7M total assets
Net assets$7MLiabilities$9.5K
Money in vs. money out
Total income / additions$2M
Total expenses$463.8K
Benefits paid / distributions$412.5K
Contributions
Employer$359.3K
Participant$673.2K
Full reported line items
Total assets (EOY)
$6,995,231
Total liabilities (EOY)
$9,478
Net assets (EOY)
$6,985,753
Employer contributions
$359,275
Participant contributions
$673,158
Total income / additions
$1,967,469
Benefits paid
$412,462
Administrative expenses
$51,288
Total expenses
$463,750
Net increase / (decrease)
$1,503,719

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$41,941$0
Oppenheimer Life Agency LtdBROKER/ADVISER$0$23,619
Alliance Benefit Group Of Houston ICONTRACT ADMIN$2,136$2,391

Related Form 5500 pages