Oaks Christian School 403(B) Plan — Form 5500 plan (Oaks Christian School)
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, Oaks Christian School 403(B) Plan is a benefit plan reported by Oaks Christian School under EIN 95-4656912 and plan number 001. The latest loaded filing year is 2023. The filing reports 415 participants and $37,587,049 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oaks Christian School
- EIN
- 95-4656912
- Plan number
- 001
- Plan type
- 2
- Location
- Westlake Village, CA
- Latest filing year
- 2023
- Participants
- 415
- End-of-year plan assets
- $37,587,049
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 415 | H, C | 20241009152220NAL0031691856001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,587,049
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,587,049
- Net assets (BOY)
- $30,378,857
Income & contributions
- Employer contributions
- $953,740
- Participant contributions
- $1,701,411
- Total contributions
- $2,817,208
- Total income / additions
- $8,298,288
Expenses & distributions
- Benefits paid
- $1,066,388
- Administrative expenses
- $23,708
- Total expenses
- $1,090,096
- Net increase / (decrease)
- $7,208,192
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | SERVICE PROVIDER | $2,445 | $89,491 | 2023 |
| Nfp Retirement | BROKER | $0 | $48,297 | 2023 |