2023 Form 5500 filing — Jserra Catholic High School 401(K) 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 20250528180226NAL0017989122001) for Jserra Catholic High School 401(K) Savings Plan, reported by Jserra Catholic High School under EIN 33-0901351 and plan number 001. It reports 250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250528180226NAL0017989122001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jserra Catholic High School
- EIN
- 33-0901351
- Plan number
- 001
- Location
- San Juan Capistrano, CA
- Participants
- 250
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,843,811
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,843,811
- Employer contributions
- $242,617
- Participant contributions
- $1,039,968
- Total income / additions
- $2,449,605
- Benefits paid
- $1,022,684
- Administrative expenses
- $41,139
- Total expenses
- $1,063,823
- Net increase / (decrease)
- $1,385,782
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Beacon Pointe Holdings LLC Dba | INVESTMENT ADVISOR | $32,808 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,391 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,573 | $0 |