The Woodlands Christian Academy 403(B) Plan — Form 5500 plan (The Woodlands Christian 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, The Woodlands Christian Academy 403(B) Plan is a benefit plan reported by The Woodlands Christian Academy under EIN 76-0391401 and plan number 001. The latest loaded filing year is 2023. The filing reports 262 participants and $6,995,231 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Woodlands Christian Academy
- EIN
- 76-0391401
- Plan number
- 001
- Plan type
- 2
- Location
- The Woodlands, TX
- Latest filing year
- 2023
- Participants
- 262
- End-of-year plan assets
- $6,995,231
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 262 | H, C | 20250331093327NAL0005441025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,995,231
- Total liabilities (EOY)
- $9,478
- Net assets (EOY)
- $6,985,753
- Net assets (BOY)
- $5,482,034
Income & contributions
- Employer contributions
- $359,275
- Participant contributions
- $673,158
- Total contributions
- $1,032,433
- Total income / additions
- $1,967,469
Expenses & distributions
- Benefits paid
- $412,462
- Administrative expenses
- $51,288
- Total expenses
- $463,750
- Net increase / (decrease)
- $1,503,719
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $41,941 | $0 | 2023 |
| Oppenheimer Life Agency Ltd | BROKER/ADVISER | $0 | $23,619 | 2023 |
| Alliance Benefit Group Of Houston I | CONTRACT ADMIN | $2,136 | $2,391 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Woodlands Christian Academy
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in The Woodlands, TX
- Empower Annuity Insurance Company O — Schedule C compensation
- Oppenheimer Life Agency Ltd — Schedule C compensation
- Alliance Benefit Group Of Houston I — Schedule C compensation