2023 Form 5500 filing — Whitefield Academy 403(B) 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 20240930110724NAL0005605249001) for Whitefield Academy 403(B) Plan, reported by Whitefield Academy under EIN 58-1224983 and plan number 001. It reports 273 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930110724NAL0005605249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Whitefield Academy
- EIN
- 58-1224983
- Plan number
- 001
- Location
- Mableton, GA
- Participants
- 273
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,304,384
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,304,384
- Employer contributions
- $440,798
- Participant contributions
- $520,690
- Total income / additions
- $2,726,951
- Benefits paid
- $594,773
- Administrative expenses
- $95
- Total expenses
- $598,674
- Net increase / (decrease)
- $2,128,277
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financials Services Inc. | ADVISOR | $28,025 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $75 | $0 |
| Lincoln National Corporation | SERVICE PROVIDER | $25 | $0 |