2023 Form 5500 filing — Montgomery Bell Academy Pension 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 20250319092951NAL0004742129001) for Montgomery Bell Academy Pension Plan, reported by Montgomery Bell Academy under EIN 62-0513741 and plan number 001. It reports 93 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250319092951NAL0004742129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Montgomery Bell Academy
- EIN
- 62-0513741
- Plan number
- 001
- Location
- Nashville, TN
- Participants
- 93
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,863,459
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,863,459
- Total income / additions
- $1,367,052
- Benefits paid
- $237,604
- Administrative expenses
- $200,098
- Total expenses
- $437,702
- Net increase / (decrease)
- $929,350
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | N/A | $81,530 | not reported in the loaded dataset |
| Truist Bank | N/A | $52,492 | not reported in the loaded dataset |