2023 Form 5500 filing — Annunciation Orthodox School 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 20250203160349NAL0013439346001) for Annunciation Orthodox School Defined Contribution Retirement Plan, reported by Annunciation Orthodox School under EIN 76-0276967 and plan number 001. It reports 328 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)$23.9MReported net assets$23,949,564

Participants328

Provider compensation$34.6K4 Schedule C row(s)$34,606

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250203160349NAL0013439346001
Plan sponsor: Annunciation Orthodox School
EIN: 76-0276967
Plan number: 001
Location: Houston, TX
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)$23.9M total assets

Net assets$23.9MLiabilities$0

Money in vs. money out

Total income / additions$4.2M

Total expenses$1.8M

Benefits paid / distributions$1.7M

Contributions

Employer$601K

Participant$905.6K

Full reported line items

Total assets (EOY): $23,949,564
Total liabilities (EOY): $0
Net assets (EOY): $23,949,564
Employer contributions: $601,048
Participant contributions: $905,644
Total income / additions: $4,194,840
Benefits paid: $1,746,745
Administrative expenses: $34,306
Total expenses: $1,781,051
Net increase / (decrease): $2,413,789

Schedule C

Reported service provider compensation

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

1
Tiaa$23K
RECORDKEEPER · Direct $23K · Indirect $0
2
Blazek & Vetterling Llp$4.3K
AUDITOR · Direct $4.3K
3
Planpilot LLC$4.2K
ADVISOR · Direct $4.2K
4
New Pinnacle Consulting Group, LLC$3.1K
CONSULTANT - PENSION · Direct $3.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250203160349NAL0013439346001 cover?: It is the 2023 Form 5500 filing for Annunciation Orthodox School Defined Contribution Retirement Plan, reported by Annunciation Orthodox School (EIN 76-0276967).
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).