Trinity Presbyterian School, Inc. 401(K) Plan — Form 5500 plan (Trinity Presbyterian School, Inc)

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, Trinity Presbyterian School, Inc. 401(K) Plan is a benefit plan reported by Trinity Presbyterian School, Inc under EIN 63-0586676 and plan number 002. The latest loaded filing year is 2023. The filing reports 126 participants and $8,663,377 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trinity Presbyterian School, Inc
EIN
63-0586676
Plan number
002
Plan type
2
Location
Montgomery, AL
Latest filing year
2023
Participants
126
End-of-year plan assets
$8,663,377

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023126H, C20250220065822NAL0004906337001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,663,377
Total liabilities (EOY)
$0
Net assets (EOY)
$8,663,377
Net assets (BOY)
$9,072,953

Income & contributions

Employer contributions
$118,632
Participant contributions
$186,975
Total contributions
$310,669
Total income / additions
$1,254,289

Expenses & distributions

Benefits paid
$1,596,232
Administrative expenses
$52,707
Total expenses
$1,663,865
Net increase / (decrease)
-$409,576

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$43,272$02023
Synovus Trust Company N.A.OTHER$23,497not reported in the loaded dataset2023

Related Form 5500 pages