2023 Form 5500 filing — Discovery Schools 401(K) 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 20241009143552NAL0010727235001) for Discovery Schools 401(K) Plan, reported by Discovery Health Sciences Foundation, Inc. under EIN 45-3761886 and plan number 001. It reports 480 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009143552NAL0010727235001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Discovery Health Sciences Foundation, Inc.
- EIN
- 45-3761886
- Plan number
- 001
- Location
- Kenner, LA
- Participants
- 480
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,023,463
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,023,463
- Employer contributions
- $778,227
- Participant contributions
- $1,248,975
- Total income / additions
- $3,457,505
- Benefits paid
- $413,594
- Administrative expenses
- $4,232
- Total expenses
- $417,826
- Net increase / (decrease)
- $3,039,679
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $68,998 | not reported in the loaded dataset |
| Prospera Financial Services | BROKER | $0 | $41,430 |
| Economic Group Pension Services | TPA | $1,843 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | BROKER | $1,730 | not reported in the loaded dataset |