2023 Form 5500 filing — Currey Ingram Academy Retirement 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 20250327114223NAL0012339315001) for Currey Ingram Academy Retirement Plan, reported by Currey Ingram Academy under EIN 62-1296326 and plan number 001. It reports 383 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)$12.7MReported net assets$12,682,427
Participants383
Provider compensation$36K2 Schedule C row(s)$36,011
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250327114223NAL0012339315001
- Plan sponsor
- Currey Ingram Academy
- EIN
- 62-1296326
- Plan number
- 001
- Location
- Brentwood, TN
- 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)$12.7M total assets
Net assets$12.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,682,427
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,682,427
- Employer contributions
- $253,501
- Participant contributions
- $411,755
- Total income / additions
- $2,229,354
- Benefits paid
- $566,259
- Administrative expenses
- $35,032
- Total expenses
- $601,291
- Net increase / (decrease)
- $1,628,063
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prime Capital Invmt. Adv. | NONE | $33,912 | not reported in the loaded dataset |
| American United Life Insurance Comp | NONE | $520 | $1,579 |