2023 Form 5500 filing — Triad Math & Science Academy 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 20250415125851NAL0001429859001) for Triad Math & Science Academy 401(K) Plan, reported by Triad Math & Science Academy Company under EIN 20-8471670 and plan number 001. It reports 514 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)$6.6MReported net assets$6,649,764
Participants514
Provider compensation$13.2K1 Schedule C row(s)$13,234
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250415125851NAL0001429859001
- Plan sponsor
- Triad Math & Science Academy Company
- EIN
- 20-8471670
- Plan number
- 001
- Location
- Apex, NC
- 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)$6.6M total assets
Net assets$6.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,649,764
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,649,764
- Employer contributions
- $733,474
- Participant contributions
- $924,256
- Total income / additions
- $2,511,082
- Benefits paid
- $638,751
- Administrative expenses
- $13,234
- Total expenses
- $654,646
- Net increase / (decrease)
- $1,856,436
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $13,234 | $0 |