Scottsdale Bible Church 403(B) Plan — Form 5500 plan (Scottsdale Bible Church)
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, Scottsdale Bible Church 403(B) Plan is a benefit plan reported by Scottsdale Bible Church under EIN 86-0179808 and plan number 001. The latest loaded filing year is 2023. The filing reports 266 participants and $8,242,560 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Scottsdale Bible Church
- EIN
- 86-0179808
- Plan number
- 001
- Plan type
- 2
- Location
- Scottsdale, AZ
- Latest filing year
- 2023
- Participants
- 266
- End-of-year plan assets
- $8,242,560
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 266 | H, C | 20241112093821NAL0017466209001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,242,560
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,242,560
- Net assets (BOY)
- $6,632,937
Income & contributions
- Employer contributions
- $313,343
- Participant contributions
- $574,835
- Total contributions
- $888,178
- Total income / additions
- $2,207,673
Expenses & distributions
- Benefits paid
- $597,300
- Administrative expenses
- $750
- Total expenses
- $598,050
- Net increase / (decrease)
- $1,609,623
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| July Business Services LLC | RECORDKEEPER | $2,941 | not reported in the loaded dataset | 2023 |
| Lpl Financial | FINANCIAL ADVISOR | $0 | not reported in the loaded dataset | 2023 |
| Sunwest Pensions | THIRD-PARTY ADMINISTRATO | $0 | not reported in the loaded dataset | 2023 |