2023 Form 5500 filing — Louisville Collegiate School Defined Contribution Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240630094614NAL0004162208001) for Louisville Collegiate School Defined Contribution Retirement Plan, reported by Louisville Collegiate School under EIN 61-0449630 and plan number 001. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$23.5MReported net assets$23,486,389
Participants277
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240630094614NAL0004162208001
Plan sponsor
Louisville Collegiate School
EIN
61-0449630
Plan number
001
Location
Louisville, KY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$23.5M total assets
Net assets$23.5MLiabilities
Money in vs. money out
Total income / additions$4.4M
Total expenses$657.8K
Benefits paid / distributions$657.8K
Contributions
Employer$358.4K
Participant$549.2K
Full reported line items
Total assets (EOY)
$23,486,389
Net assets (EOY)
$23,486,389
Employer contributions
$358,391
Participant contributions
$549,151
Total income / additions
$4,412,657
Benefits paid
$657,750
Total expenses
$657,750
Net increase / (decrease)
$3,754,907

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240630094614NAL0004162208001 cover?
It is the 2023 Form 5500 filing for Louisville Collegiate School Defined Contribution Retirement Plan, reported by Louisville Collegiate School (EIN 61-0449630).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages