French Camp Academy 403(B) Plan — Form 5500 plan (French Camp 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, French Camp Academy 403(B) Plan is a benefit plan reported by French Camp Academy under EIN 64-0321520 and plan number 003. The latest loaded filing year is 2023. The filing reports 144 participants and $5,725,411 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- French Camp Academy
- EIN
- 64-0321520
- Plan number
- 003
- Plan type
- 2
- Location
- French Camp, MS
- Latest filing year
- 2023
- Participants
- 144
- End-of-year plan assets
- $5,725,411
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20241031172357NAL0004963106001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,725,411
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,725,411
- Net assets (BOY)
- $5,087,394
Income & contributions
- Employer contributions
- $37,282
- Participant contributions
- $137,487
- Total contributions
- $174,769
- Total income / additions
- $1,048,649
Expenses & distributions
- Benefits paid
- $363,669
- Administrative expenses
- $46,963
- Total expenses
- $410,632
- Net increase / (decrease)
- $638,017
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $26,418 | $0 | 2023 |
| Regions Bank Dba Regions Trust | INVESTMENT ADVISOR | $20,544 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for French Camp Academy
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in French Camp, MS
- Empower Annuity Insurance Company O — Schedule C compensation
- Regions Bank Dba Regions Trust — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation