2023 Form 5500 filing — Sunshine Cottage School For Deaf Children 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 20250314143447NAL0013785747001) for Sunshine Cottage School For Deaf Children 403(B) Plan, reported by Sunshine Cottage School For Deaf Children under EIN 74-1143132 and plan number 001. It reports 184 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)$16.2MReported net assets$16,208,175

Participants184

Provider compensation$45.8K4 Schedule C row(s)$45,811

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250314143447NAL0013785747001
Plan sponsor: Sunshine Cottage School For Deaf Children
EIN: 74-1143132
Plan number: 001
Location: San Antonio, 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)$16.2M total assets

Net assets$16.2MLiabilities$0

Money in vs. money out

Total income / additions$2.8M

Total expenses$2.1M

Benefits paid / distributions$2M

Contributions

Employer$374.2K

Participant$343.9K

Full reported line items

Total assets (EOY): $16,208,175
Total liabilities (EOY): $0
Net assets (EOY): $16,208,175
Employer contributions: $374,249
Participant contributions: $343,910
Total income / additions: $2,843,468
Benefits paid: $2,013,167
Administrative expenses: $45,383
Total expenses: $2,058,550
Net increase / (decrease): $784,918

Schedule C

Reported service provider compensation

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

1
Pensionmark Financial Group LLC$36K
INVESTMENT ADVISOR · Direct $36K
2
Empower Annuity Insurance Company O$5.2K
RECORDKEEPER · Direct $5.2K · Indirect $0
3
Alliance Benefit Group Of Houst$4.6K
CONTRACT ADMIN · Direct $4.6K
4
Empower Advisory Group LLC$12
INVESTMENT MGMT · Direct $12

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250314143447NAL0013785747001 cover?: It is the 2023 Form 5500 filing for Sunshine Cottage School For Deaf Children 403(B) Plan, reported by Sunshine Cottage School For Deaf Children (EIN 74-1143132).
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).