2023 Form 5500 filing — Crean Lutheran High School 403(B) 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 20250225171504NAL0026383538001) for Crean Lutheran High School 403(B) Plan, reported by Lutheran High South-Orange County,Inc. Dba Crean Lutheran High School under EIN 55-0909201 and plan number 001. It reports 306 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250225171504NAL0026383538001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lutheran High South-Orange County,Inc. Dba Crean Lutheran High School
- EIN
- 55-0909201
- Plan number
- 001
- Location
- Irvine, CA
- Participants
- 306
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,800,286
- Total liabilities (EOY)
- $7,265
- Net assets (EOY)
- $13,793,021
- Employer contributions
- $880,048
- Participant contributions
- $797,611
- Total income / additions
- $3,536,956
- Benefits paid
- $431,174
- Administrative expenses
- $90,387
- Total expenses
- $521,561
- Net increase / (decrease)
- $3,015,395
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln Retirement Services | SERVICE PROVIDER | $90,388 | $0 |
| Stephens Reidinger & Beller Llp | RECORDKEEPER | $6,200 | $0 |
| 401k Administrators, Inc | RECORDKEEPER | $1,900 | $0 |