June Shelton School And Evaluation Center 403(B) Dc And Tda Plan — Form 5500 plan (June Shelton School And Evaluation Center)
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, June Shelton School And Evaluation Center 403(B) Dc And Tda Plan is a benefit plan reported by June Shelton School And Evaluation Center under EIN 75-1507280 and plan number 001. The latest loaded filing year is 2023. The filing reports 453 participants and $40,498,322 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- June Shelton School And Evaluation Center
- EIN
- 75-1507280
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 453
- End-of-year plan assets
- $40,498,322
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 453 | H, C | 20250715075940NAL0001850417001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,498,322
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,498,322
- Net assets (BOY)
- $32,466,192
Income & contributions
- Employer contributions
- $1,111,392
- Participant contributions
- $1,569,595
- Total contributions
- $2,680,987
- Total income / additions
- $9,970,807
Expenses & distributions
- Benefits paid
- $1,842,893
- Administrative expenses
- $95,784
- Total expenses
- $1,938,677
- Net increase / (decrease)
- $8,032,130
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors | INVESTMENT ADVISOR | $89,704 | not reported in the loaded dataset | 2023 |
| Tiaa-Teachers Ins & Annuity Assoc | RECORDKEEPER | $6,481 | $0 | 2023 |
| Variable Annuity Life Ins Co | RECORDKEEPER | $128 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for June Shelton School And Evaluation Center
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Onedigital Investment Advisors — Schedule C compensation
- Tiaa-Teachers Ins & Annuity Assoc — Schedule C compensation
- Variable Annuity Life Ins Co — Schedule C compensation