2023 Form 5500 filing — The Louise S. Mcgehee School 403(B) Tda 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 20241009080720NAL0018008049001) for The Louise S. Mcgehee School 403(B) Tda Plan, reported by The Louise S. Mcgehee School under EIN 72-0408943 and plan number 002. It reports 399 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$17MReported net assets$17,027,061
Participants399
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241009080720NAL0018008049001
Plan sponsor
The Louise S. Mcgehee School
EIN
72-0408943
Plan number
002
Location
New Orleans, LA
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)$17M total assets
Net assets$17MLiabilities$0
Money in vs. money out
Total income / additions$3.3M
Total expenses$900.6K
Benefits paid / distributions$900.4K
Contributions
Employer$271.7K
Participant$412.8K
Full reported line items
Total assets (EOY)
$17,027,061
Total liabilities (EOY)
$0
Net assets (EOY)
$17,027,061
Employer contributions
$271,742
Participant contributions
$412,755
Total income / additions
$3,302,084
Benefits paid
$900,357
Administrative expenses
$288
Total expenses
$900,645
Net increase / (decrease)
$2,401,439

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009080720NAL0018008049001 cover?
It is the 2023 Form 5500 filing for The Louise S. Mcgehee School 403(B) Tda Plan, reported by The Louise S. Mcgehee School (EIN 72-0408943).
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