2023 Form 5500 filing — Trinity Christian Academy Employer Funded 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 20250515155014NAL0019649985001) for Trinity Christian Academy Employer Funded Retirement Plan, reported by Trinity Christian Academy under EIN 75-1324332 and plan number 002. It reports 284 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250515155014NAL0019649985001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trinity Christian Academy
- EIN
- 75-1324332
- Plan number
- 002
- Location
- Addison, TX
- Participants
- 284
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,588,561
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,588,561
- Employer contributions
- $1,034,107
- Total income / additions
- $3,191,790
- Benefits paid
- $2,590,613
- Administrative expenses
- $55,548
- Total expenses
- $2,646,161
- Net increase / (decrease)
- $545,629
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $35,831 | $1,528 |
| Ameritas Investment Corp | NONE | $19,719 | not reported in the loaded dataset |