2023 Form 5500 filing — Santa Fe Christian Schools 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 20241011173215NAL0037854640001) for Santa Fe Christian Schools 403(B) Plan, reported by Santa Fe Christian Schools under EIN 33-0103052 and plan number 001. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011173215NAL0037854640001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Santa Fe Christian Schools
- EIN
- 33-0103052
- Plan number
- 001
- Location
- Solana Beach, CA
- Participants
- 225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,034,392
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,034,392
- Employer contributions
- $383,296
- Participant contributions
- $1,066,275
- Total income / additions
- $3,541,762
- Benefits paid
- $297,513
- Administrative expenses
- $74,614
- Total expenses
- $372,127
- Net increase / (decrease)
- $3,169,635
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $54,981 | $0 |
| Lpl Financial LLC | NONE | $19,633 | not reported in the loaded dataset |