2023 Form 5500 filing — Elgin Academy Defined Contribution 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 20241014122927NAL0027270113001) for Elgin Academy Defined Contribution Retirement Plan, reported by Elgin Academy under EIN 36-2205984 and plan number 001. It reports 229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.2MReported net assets$11,194,441
Participants229
Provider compensation$1.7K1 Schedule C row(s)$1,668
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014122927NAL0027270113001
Plan sponsor
Elgin Academy
EIN
36-2205984
Plan number
001
Location
Elgin, IL
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)$11.2M total assets
Net assets$11.2MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$874.7K
Benefits paid / distributions$873K
Contributions
Employer$47K
Participant$116.9K
Full reported line items
Total assets (EOY)
$11,194,441
Total liabilities (EOY)
$0
Net assets (EOY)
$11,194,441
Employer contributions
$47,000
Participant contributions
$116,872
Total income / additions
$1,591,377
Benefits paid
$872,996
Administrative expenses
$1,668
Total expenses
$874,664
Net increase / (decrease)
$716,713
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Tiaa$1.7K
    RECORDKEEPER · Direct $1.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014122927NAL0027270113001 cover?
It is the 2023 Form 5500 filing for Elgin Academy Defined Contribution Retirement Plan, reported by Elgin Academy (EIN 36-2205984).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages