2023 Form 5500 filing — John Cooper 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 20240926153049NAL0000490195001) for John Cooper School Defined Contribution Retirement Plan, reported by The John Cooper School under EIN 76-0150423 and plan number 001. It reports 504 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$43.1MReported net assets$43,110,602
Participants504
Provider compensation$57.9K3 Schedule C row(s)$57,887
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240926153049NAL0000490195001
Plan sponsor
The John Cooper School
EIN
76-0150423
Plan number
001
Location
The Woodlands, TX
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)$43.1M total assets
Net assets$43.1MLiabilities$0
Money in vs. money out
Total income / additions$9M
Total expenses$2.3M
Benefits paid / distributions$2.3M
Contributions
Employer$1.5M
Participant$1.6M
Full reported line items
Total assets (EOY)
$43,110,602
Total liabilities (EOY)
$0
Net assets (EOY)
$43,110,602
Employer contributions
$1,475,217
Participant contributions
$1,602,494
Total income / additions
$8,969,407
Benefits paid
$2,277,403
Administrative expenses
$57,212
Total expenses
$2,334,615
Net increase / (decrease)
$6,634,792
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Tiaa$55.1K
    RECORDKEEPER · Direct $55.1K · Indirect $0
  2. 2
    CONSULTING · Direct $2.7K
  3. 3
    RECORDKEEPER · Direct $90 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240926153049NAL0000490195001 cover?
It is the 2023 Form 5500 filing for John Cooper School Defined Contribution Retirement Plan, reported by The John Cooper School (EIN 76-0150423).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages