2023 Form 5500 filing — Chattanooga Christian School 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 20250415093709NAL0003185585001) for Chattanooga Christian School 403(B) Plan, reported by Chattanooga Christian School, Inc. under EIN 62-0840156 and plan number 002. It reports 253 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250415093709NAL0003185585001
Filing year
2023
Form type
2
Plan sponsor
Chattanooga Christian School, Inc.
EIN
62-0840156
Plan number
002
Location
Chattanooga, TN
Participants
253
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,645,602
Total liabilities (EOY)
$0
Net assets (EOY)
$8,645,602
Employer contributions
$813,532
Participant contributions
$741,234
Total income / additions
$2,645,123
Benefits paid
$104,605
Administrative expenses
$46,056
Total expenses
$150,661
Net increase / (decrease)
$2,494,462
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Acumen Wealth AdvisorsNONE$26,165not reported in the loaded dataset
Stancorp Financial GroupNONE$19,891not reported in the loaded dataset

Related Form 5500 pages