2023 Form 5500 filing — Episcopal School Of Dallas 403(B) Amended And Restated Defined Contribution 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 20250408140840NAL0020349841001) for Episcopal School Of Dallas 403(B) Amended And Restated Defined Contribution Plan, reported by Episcopal School Of Dallas under EIN 75-1451116 and plan number 002. It reports 319 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$62.9MReported net assets$62,888,849
Participants319
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250408140840NAL0020349841001
Plan sponsor
Episcopal School Of Dallas
EIN
75-1451116
Plan number
002
Location
Dallas, 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)$62.9M total assets
Net assets$62.9MLiabilities$0
Money in vs. money out
Total income / additions$10M
Total expenses$5.1M
Benefits paid / distributions$4.9M
Contributions
Employer$914.9K
Participant$1.4M
Full reported line items
Total assets (EOY)
$62,888,849
Total liabilities (EOY)
$0
Net assets (EOY)
$62,888,849
Employer contributions
$914,896
Participant contributions
$1,397,732
Total income / additions
$9,972,563
Benefits paid
$4,939,691
Administrative expenses
$184,990
Total expenses
$5,135,772
Net increase / (decrease)
$4,836,791

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250408140840NAL0020349841001 cover?
It is the 2023 Form 5500 filing for Episcopal School Of Dallas 403(B) Amended And Restated Defined Contribution Plan, reported by Episcopal School Of Dallas (EIN 75-1451116).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages