2023 Form 5500 filing — Oaks Christian School 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 20241009152220NAL0031691856001) for Oaks Christian School 403(B) Plan, reported by Oaks Christian School under EIN 95-4656912 and plan number 001. It reports 415 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009152220NAL0031691856001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oaks Christian School
- EIN
- 95-4656912
- Plan number
- 001
- Location
- Westlake Village, CA
- Participants
- 415
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,587,049
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,587,049
- Employer contributions
- $953,740
- Participant contributions
- $1,701,411
- Total income / additions
- $8,298,288
- Benefits paid
- $1,066,388
- Administrative expenses
- $23,708
- Total expenses
- $1,090,096
- Net increase / (decrease)
- $7,208,192
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | SERVICE PROVIDER | $2,445 | $89,491 |
| Nfp Retirement | BROKER | $0 | $48,297 |