2023 Form 5500 filing — Mount Pisgah Christian School 403(B) Plan And Trust
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 20240816073140NAL0008121859001) for Mount Pisgah Christian School 403(B) Plan And Trust, reported by Mount Pisgah Christian School under EIN 58-2424265 and plan number 001. It reports 250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240816073140NAL0008121859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mount Pisgah Christian School
- EIN
- 58-2424265
- Plan number
- 001
- Location
- Johns Creek, GA
- Participants
- 250
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,500,099
- Net assets (EOY)
- $7,500,099
- Employer contributions
- $293,806
- Participant contributions
- $605,872
- Total income / additions
- $2,076,739
- Benefits paid
- $579,563
- Administrative expenses
- $36,195
- Total expenses
- $615,758
- Net increase / (decrease)
- $1,460,981
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $16,975 | $0 |
| Aprio Management LLC | INVEST ADVISO R | $16,473 | $0 |
| Pension Financial Services, Inc | TPA | $0 | $6,589 |