2023 Form 5500 filing — Boyd Buchanan School 401k Savings 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 20250410141142NAL0013167859001) for Boyd Buchanan School 401k Savings Plan, reported by Boyd Buchanan School under EIN 62-0518286 and plan number 002. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410141142NAL0013167859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Boyd Buchanan School
- EIN
- 62-0518286
- Plan number
- 002
- Location
- Chattanooga, TN
- Participants
- 193
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,602,656
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,602,656
- Employer contributions
- $332,451
- Participant contributions
- $365,753
- Total income / additions
- $1,667,770
- Benefits paid
- $629,904
- Administrative expenses
- $39,457
- Total expenses
- $669,361
- Net increase / (decrease)
- $998,409
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Synovus Trust Company N.A. | INVESTMENT ADVISOR | $23,475 | not reported in the loaded dataset |
| Ameritas | RECORDKEEPER/TPA | $15,043 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN & TRUSTEE | $1,985 | $0 |