Plan5500

Christian Academy Of Knoxville Retirement Savings Plan — Form 5500 plan (Christian Academy Of Knoxville)

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, Christian Academy Of Knoxville Retirement Savings Plan is a benefit plan reported by Christian Academy Of Knoxville under EIN 62-1006269 and plan number 001. The latest loaded filing year is 2023. The filing reports 189 participants and $4,793,335 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Christian Academy Of Knoxville
EIN
62-1006269
Plan number
001
Plan type
2
Location
Knoxville, TN
Latest filing year
2023
Participants
189
End-of-year plan assets
$4,793,335

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023189H, C20240926110658NAL0000335027001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,793,335
Total liabilities (EOY)
$0
Net assets (EOY)
$4,793,335
Net assets (BOY)
$4,001,604

Income & contributions

Employer contributions
$137,720
Participant contributions
$279,280
Total contributions
$432,891
Total income / additions
$1,028,894

Expenses & distributions

Benefits paid
$182,910
Administrative expenses
$54,253
Total expenses
$237,163
Net increase / (decrease)
$791,731

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American TrustRECORDKEEPER/TRUSTEE$26,345not reported in the loaded dataset2023
Rather & Kittrell Capital MgmtINVESTMENT ADVISOR$17,170not reported in the loaded dataset2023
Tennessee Pension AdministratorsTPA$10,738not reported in the loaded dataset2023

Related Form 5500 pages