2023 Form 5500 filing — The Parish Episcopal School 403(B) Dc Plan And Parish Episcopal School 403(B) Tda 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 20250116154058NAL0013817299001) for The Parish Episcopal School 403(B) Dc Plan And Parish Episcopal School 403(B) Tda Plan, reported by Parish Episcopal School under EIN 75-1390485 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
- 20250116154058NAL0013817299001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Parish Episcopal School
- EIN
- 75-1390485
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 415
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,026,800
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,026,800
- Employer contributions
- $1,004,062
- Participant contributions
- $1,402,506
- Total income / additions
- $7,098,180
- Benefits paid
- $2,711,529
- Administrative expenses
- $99,317
- Total expenses
- $2,813,923
- Net increase / (decrease)
- $4,284,257
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa - Teachers Insurance And Annui | RECORDKEEPER | $37,119 | $0 |
| Planpilot, LLC | ADVISOR | $36,318 | not reported in the loaded dataset |
| Whitley Penn Llp | AUDITOR | $27,230 | not reported in the loaded dataset |