2023 Form 5500 filing — Southwest 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 20250613142353NAL0030133536001) for Southwest Christian School 403(B) Plan, reported by Southwest Christian School, Inc. under EIN 75-1305937 and plan number 001. It reports 229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250613142353NAL0030133536001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southwest Christian School, Inc.
- EIN
- 75-1305937
- Plan number
- 001
- Location
- Fort Worth, TX
- Participants
- 229
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,326,304
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,326,304
- Employer contributions
- $172,861
- Participant contributions
- $483,601
- Total income / additions
- $1,749,121
- Benefits paid
- $873,681
- Administrative expenses
- $28,835
- Total expenses
- $902,516
- Net increase / (decrease)
- $846,605
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $27,551 | $0 |
| Northwestern Mutual Wealth Mgmt | INVESTMENT ADVISORY | $0 | $16,443 |