2023 Form 5500 filing — June Shelton School And Evaluation Center 403(B) Dc And Tda 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 20250715075940NAL0001850417001) for June Shelton School And Evaluation Center 403(B) Dc And Tda Plan, reported by June Shelton School And Evaluation Center under EIN 75-1507280 and plan number 001. It reports 453 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715075940NAL0001850417001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- June Shelton School And Evaluation Center
- EIN
- 75-1507280
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 453
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,498,322
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,498,322
- Employer contributions
- $1,111,392
- Participant contributions
- $1,569,595
- Total income / additions
- $9,970,807
- Benefits paid
- $1,842,893
- Administrative expenses
- $95,784
- Total expenses
- $1,938,677
- Net increase / (decrease)
- $8,032,130
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors | INVESTMENT ADVISOR | $89,704 | not reported in the loaded dataset |
| Tiaa-Teachers Ins & Annuity Assoc | RECORDKEEPER | $6,481 | $0 |
| Variable Annuity Life Ins Co | RECORDKEEPER | $128 | $0 |