University School Of Jackson 403(B) Retirement Pla — Form 5500 plan (University School Of Jackson)
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, University School Of Jackson 403(B) Retirement Pla is a benefit plan reported by University School Of Jackson under EIN 62-1320697 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $13,363,370 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University School Of Jackson
- EIN
- 62-1320697
- Plan number
- 001
- Plan type
- 2
- Location
- Jackson, TN
- Latest filing year
- 2023
- Participants
- 220
- End-of-year plan assets
- $13,363,370
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 220 | H, C | 20240227093407NAL0014439280001 |
| 2023 | 200 | H, C | 20241012164418NAL0041997664002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,020,547
- Net assets (EOY)
- $14,020,547
- Net assets (BOY)
- $13,256,236
Income & contributions
- Employer contributions
- $243,129
- Participant contributions
- $413,458
- Total contributions
- $667,398
- Total income / additions
- $2,977,391
Expenses & distributions
- Benefits paid
- $2,155,846
- Administrative expenses
- $57,234
- Total expenses
- $2,213,080
- Net increase / (decrease)
- $764,311
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bradley W Little | BROKER/DEALER | $6,682 | $0 | 2023 |
| Cetera Advisor Networks LLC | BROKER/DEALER | $6,659 | $0 | 2023 |