Saint James School Tda — Form 5500 plan (Saint James 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, Saint James School Tda is a benefit plan reported by Saint James School under EIN 63-0366280 and plan number 003. The latest loaded filing year is 2023. The filing reports 142 participants and $8,924,191 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Saint James School
- EIN
- 63-0366280
- Plan number
- 003
- Plan type
- 2
- Location
- Montgomery, AL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H | 20241015133922NAL0016509939005 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $8,924,191
- Net assets (EOY)
- $8,924,191
- Net assets (BOY)
- $8,447,486
Income & contributions
- Participant contributions
- $223,973
- Total contributions
- $266,973
- Total income / additions
- $875,971
Expenses & distributions
- Benefits paid
- $399,266
- Total expenses
- $399,266
- Net increase / (decrease)
- $476,705
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.