2023 Form 5500 filing — Trinity Presbyterian School, Inc. 401(K) 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 20250220065822NAL0004906337001) for Trinity Presbyterian School, Inc. 401(K) Plan, reported by Trinity Presbyterian School, Inc under EIN 63-0586676 and plan number 002. It reports 126 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)$8.7MReported net assets$8,663,377
Participants126
Provider compensation$66.8K2 Schedule C row(s)$66,769
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250220065822NAL0004906337001
- Plan sponsor
- Trinity Presbyterian School, Inc
- EIN
- 63-0586676
- Plan number
- 002
- Location
- Montgomery, AL
- Received date
- not reported in the loaded dataset
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)$8.7M total assets
Net assets$8.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,663,377
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,663,377
- Employer contributions
- $118,632
- Participant contributions
- $186,975
- Total income / additions
- $1,254,289
- Benefits paid
- $1,596,232
- Administrative expenses
- $52,707
- Total expenses
- $1,663,865
- Net increase / (decrease)
- -$409,576
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $43,272 | $0 |
| Synovus Trust Company N.A. | OTHER | $23,497 | not reported in the loaded dataset |