Currey Ingram Academy Retirement Plan — Form 5500 plan (Currey Ingram 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, Currey Ingram Academy Retirement Plan is a benefit plan reported by Currey Ingram Academy under EIN 62-1296326 and plan number 001. The latest loaded filing year is 2023. The filing reports 383 participants and $12,682,427 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Currey Ingram Academy
- EIN
- 62-1296326
- Plan number
- 001
- Plan type
- 2
- Location
- Brentwood, TN
- Latest filing year
- 2023
- Participants
- 383
- End-of-year plan assets
- $12,682,427
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 383 | H, C | 20250327114223NAL0012339315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,682,427
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,682,427
- Net assets (BOY)
- $11,054,364
Income & contributions
- Employer contributions
- $253,501
- Participant contributions
- $411,755
- Total contributions
- $694,540
- Total income / additions
- $2,229,354
Expenses & distributions
- Benefits paid
- $566,259
- Administrative expenses
- $35,032
- Total expenses
- $601,291
- Net increase / (decrease)
- $1,628,063
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prime Capital Invmt. Adv. | NONE | $33,912 | not reported in the loaded dataset | 2023 |
| American United Life Insurance Comp | NONE | $520 | $1,579 | 2023 |