Middle Tennessee Christian School Retirement Plan — Form 5500 plan (Middle Tennessee Christian 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, Middle Tennessee Christian School Retirement Plan is a benefit plan reported by Middle Tennessee Christian School under EIN 62-0672053 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $5,542,255 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Middle Tennessee Christian School
- EIN
- 62-0672053
- Plan number
- 001
- Plan type
- 2
- Location
- Murfreesboro, TN
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $5,542,255
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20250514182741NAL0019265969001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,542,255
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,542,255
- Net assets (BOY)
- $4,493,875
Income & contributions
- Employer contributions
- $286,428
- Participant contributions
- $380,160
- Total contributions
- $667,052
- Total income / additions
- $1,300,028
Expenses & distributions
- Benefits paid
- $208,947
- Administrative expenses
- $42,701
- Total expenses
- $251,648
- Net increase / (decrease)
- $1,048,380
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiduciary Consulting Group, Inc. | PLAN ADMINISTRATOR | $17,050 | not reported in the loaded dataset | 2023 |
| Ameritas Retirement Services, Inc. | RECORDKEEPER/TPA | $9,378 | not reported in the loaded dataset | 2023 |
| Mcknight Advisory Group | INVESTMENT ADVISOR | $8,974 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN & TRUSTEE | $2,429 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Middle Tennessee Christian School
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Murfreesboro, TN
- Fiduciary Consulting Group, Inc. — Schedule C compensation
- Ameritas Retirement Services, Inc. — Schedule C compensation
- Mcknight Advisory Group — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation