2023 Form 5500 filing — Middle Tennessee Christian School Retirement 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 20250514182741NAL0019265969001) for Middle Tennessee Christian School Retirement Plan, reported by Middle Tennessee Christian School under EIN 62-0672053 and plan number 001. It reports 159 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)$5.5MReported net assets$5,542,255
Participants159
Provider compensation$37.8K4 Schedule C row(s)$37,831
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250514182741NAL0019265969001
Plan sponsor
Middle Tennessee Christian School
EIN
62-0672053
Plan number
001
Location
Murfreesboro, TN
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)$5.5M total assets
Net assets$5.5MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$251.6K
Benefits paid / distributions$208.9K
Contributions
Employer$286.4K
Participant$380.2K
Full reported line items
Total assets (EOY)
$5,542,255
Total liabilities (EOY)
$0
Net assets (EOY)
$5,542,255
Employer contributions
$286,428
Participant contributions
$380,160
Total income / additions
$1,300,028
Benefits paid
$208,947
Administrative expenses
$42,701
Total expenses
$251,648
Net increase / (decrease)
$1,048,380

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fiduciary Consulting Group, Inc.PLAN ADMINISTRATOR$17,050not reported in the loaded dataset
Ameritas Retirement Services, Inc.RECORDKEEPER/TPA$9,378not reported in the loaded dataset
Mcknight Advisory GroupINVESTMENT ADVISOR$8,974not reported in the loaded dataset
Charles Schwab Trust BankCUSTODIAN & TRUSTEE$2,429$0

Related Form 5500 pages