Trinity Presbyterian School, Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Trinity Presbyterian School, Inc (EIN 63-0586676) is a plan sponsor located in Montgomery, AL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
63-0586676
Location
Montgomery, AL
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.7MSummed across loaded plans$8,663,377
Total reported assets$8.7M$8,663,377
Total reported participants126
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.7M total assets
Net assets$8.7MLiabilities$0
Contributions & income
Employer contributions$118.6K
Participant contributions$187K
Total income / additions$1.3M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.7M
Net increase / (decrease)-$409.6K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Trinity Presbyterian School, Inc plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Trinity Presbyterian School, Inc. 401(K) Plan002126$8,663,3772023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Trinity Presbyterian School, Inc
YearPlanParticipantsSchedulesFiling
2023Trinity Presbyterian School, Inc. 401(K) Plan126H, C20250220065822NAL0004906337001

Related Form 5500 pages