Plan5500

Montgomery Bell Academy Pension Plan — Form 5500 plan (Montgomery Bell Academy)

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, Montgomery Bell Academy Pension Plan is a benefit plan reported by Montgomery Bell Academy under EIN 62-0513741 and plan number 001. The latest loaded filing year is 2023. The filing reports 93 participants and $10,863,459 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Montgomery Bell Academy
EIN
62-0513741
Plan number
001
Plan type
2
Location
Nashville, TN
Latest filing year
2023
Participants
93
End-of-year plan assets
$10,863,459

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202393H, C20250319092951NAL0004742129001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,863,459
Total liabilities (EOY)
$0
Net assets (EOY)
$10,863,459
Net assets (BOY)
$9,934,109

Income & contributions

Total contributions
$0
Total income / additions
$1,367,052

Expenses & distributions

Benefits paid
$237,604
Administrative expenses
$200,098
Total expenses
$437,702
Net increase / (decrease)
$929,350

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usi Consulting GroupN/A$81,530not reported in the loaded dataset2023
Truist BankN/A$52,492not reported in the loaded dataset2023

Related Form 5500 pages