Discovery Schools 401(K) Plan — Form 5500 plan (Discovery Health Sciences Foundation, Inc.)
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, Discovery Schools 401(K) Plan is a benefit plan reported by Discovery Health Sciences Foundation, Inc. under EIN 45-3761886 and plan number 001. The latest loaded filing year is 2023. The filing reports 480 participants and $10,023,463 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Discovery Health Sciences Foundation, Inc.
- EIN
- 45-3761886
- Plan number
- 001
- Plan type
- 2
- Location
- Kenner, LA
- Latest filing year
- 2023
- Participants
- 480
- End-of-year plan assets
- $10,023,463
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 480 | H, C | 20241009143552NAL0010727235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,023,463
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,023,463
- Net assets (BOY)
- $6,983,784
Income & contributions
- Employer contributions
- $778,227
- Participant contributions
- $1,248,975
- Total contributions
- $2,093,018
- Total income / additions
- $3,457,505
Expenses & distributions
- Benefits paid
- $413,594
- Administrative expenses
- $4,232
- Total expenses
- $417,826
- Net increase / (decrease)
- $3,039,679
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $68,998 | not reported in the loaded dataset | 2023 |
| Prospera Financial Services | BROKER | $0 | $41,430 | 2023 |
| Economic Group Pension Services | TPA | $1,843 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | BROKER | $1,730 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Discovery Health Sciences Foundation, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Kenner, LA
- Nationwide — Schedule C compensation
- Prospera Financial Services — Schedule C compensation
- Economic Group Pension Services — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation