2023 Form 5500 filing — Dallas Theological Seminary Retirement Savings 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 20250303084629NAL0003252659001) for Dallas Theological Seminary Retirement Savings Plan, reported by Dallas Theological Seminary under EIN 75-0827421 and plan number 002. It reports 492 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250303084629NAL0003252659001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dallas Theological Seminary
- EIN
- 75-0827421
- Plan number
- 002
- Location
- Dallas, TX
- Participants
- 492
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,706,822
- Total liabilities (EOY)
- $8,137
- Net assets (EOY)
- $16,698,685
- Employer contributions
- $1,038,728
- Participant contributions
- $1,314,931
- Total income / additions
- $4,181,340
- Benefits paid
- $601,387
- Administrative expenses
- $72,489
- Total expenses
- $673,876
- Net increase / (decrease)
- $3,507,464
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman | NONE | $37,337 | not reported in the loaded dataset |
| Mercer Investment Consultants | NONE | $21,167 | not reported in the loaded dataset |
| Capin Crouse, Llp | NONE | $17,000 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc | NONE | $0 | $0 |