Santa Fe Christian Schools 403(B) Plan — Form 5500 plan (Santa Fe Christian Schools)
Plain-English plan 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, Santa Fe Christian Schools 403(B) Plan is a benefit plan reported by Santa Fe Christian Schools under EIN 33-0103052 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $15,034,392 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Santa Fe Christian Schools
- EIN
- 33-0103052
- Plan number
- 001
- Plan type
- 2
- Location
- Solana Beach, CA
- Latest filing year
- 2023
- Participants
- 225
- End-of-year plan assets
- $15,034,392
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 225 | H, C | 20241011173215NAL0037854640001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,034,392
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,034,392
- Net assets (BOY)
- $11,864,757
Income & contributions
- Employer contributions
- $383,296
- Participant contributions
- $1,066,275
- Total contributions
- $1,449,571
- Total income / additions
- $3,541,762
Expenses & distributions
- Benefits paid
- $297,513
- Administrative expenses
- $74,614
- Total expenses
- $372,127
- Net increase / (decrease)
- $3,169,635
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $54,981 | $0 | 2023 |
| Lpl Financial LLC | NONE | $19,633 | not reported in the loaded dataset | 2023 |