2023 Form 5500 filing — University School Of Jackson 403(B) Retirement 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 20241012164418NAL0041997664002) for University School Of Jackson 403(B) Retirement Plan, reported by University School Of Jackson under EIN 62-1320697 and plan number 001. It reports 200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012164418NAL0041997664002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University School Of Jackson
- EIN
- 62-1320697
- Plan number
- 001
- Location
- Jackson, TN
- Participants
- 200
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,020,547
- Net assets (EOY)
- $14,020,547
- Employer contributions
- $243,129
- Participant contributions
- $413,458
- Total income / additions
- $2,977,391
- Benefits paid
- $2,155,846
- Administrative expenses
- $57,234
- Total expenses
- $2,213,080
- Net increase / (decrease)
- $764,311
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bradley W Little | BROKER/DEALER | $6,682 | $0 |
| Cetera Advisor Networks LLC | BROKER/DEALER | $6,659 | $0 |