Crean Lutheran High School 403(B) Plan — Form 5500 plan (Lutheran High South-Orange County,Inc. Dba Crean Lutheran High School)
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, Crean Lutheran High School 403(B) Plan is a benefit plan reported by Lutheran High South-Orange County,Inc. Dba Crean Lutheran High School under EIN 55-0909201 and plan number 001. The latest loaded filing year is 2023. The filing reports 306 participants and $13,800,286 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lutheran High South-Orange County,Inc. Dba Crean Lutheran High School
- EIN
- 55-0909201
- Plan number
- 001
- Plan type
- 2
- Location
- Irvine, CA
- Latest filing year
- 2023
- Participants
- 306
- End-of-year plan assets
- $13,800,286
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 306 | H, C | 20250225171504NAL0026383538001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,800,286
- Total liabilities (EOY)
- $7,265
- Net assets (EOY)
- $13,793,021
- Net assets (BOY)
- $10,777,626
Income & contributions
- Employer contributions
- $880,048
- Participant contributions
- $797,611
- Total contributions
- $1,818,978
- Total income / additions
- $3,536,956
Expenses & distributions
- Benefits paid
- $431,174
- Administrative expenses
- $90,387
- Total expenses
- $521,561
- Net increase / (decrease)
- $3,015,395
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln Retirement Services | SERVICE PROVIDER | $90,388 | $0 | 2023 |
| Stephens Reidinger & Beller Llp | RECORDKEEPER | $6,200 | $0 | 2023 |
| 401k Administrators, Inc | RECORDKEEPER | $1,900 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lutheran High South-Orange County,Inc. Dba Crean Lutheran High School
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Irvine, CA
- Lincoln Retirement Services — Schedule C compensation
- Stephens Reidinger & Beller Llp — Schedule C compensation
- 401k Administrators, Inc — Schedule C compensation