2023 Form 5500 filing — Montgomery Bell Academy 403(B) Tax Sheltered Investment Program
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 20250415090135NAL0001399507001) for Montgomery Bell Academy 403(B) Tax Sheltered Investment Program, reported by Montgomery Bell Academy under EIN 62-0513741 and plan number 003. It reports 209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415090135NAL0001399507001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Montgomery Bell Academy
- EIN
- 62-0513741
- Plan number
- 003
- Location
- Nashville, TN
- Participants
- 209
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,891,851
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,891,851
- Employer contributions
- $1,368,090
- Participant contributions
- $938,238
- Total income / additions
- $9,568,904
- Benefits paid
- $5,260,662
- Administrative expenses
- $4,395
- Total expenses
- $5,265,057
- Net increase / (decrease)
- $4,303,847
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $4,345 | $0 |