2023 Form 5500 filing — Flint Hill 403(B) Dc And Tda 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 20250511093455NAL0011731059001) for Flint Hill 403(B) Dc And Tda Plan, reported by Flint Hill School under EIN 54-1538212 and plan number 001. It reports 604 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250511093455NAL0011731059001
Filing year
2023
Form type
2
Plan sponsor
Flint Hill School
EIN
54-1538212
Plan number
001
Location
Oakton, VA
Participants
604
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$74,584,070
Total liabilities (EOY)
$0
Net assets (EOY)
$74,584,070
Employer contributions
$1,317,112
Participant contributions
$1,753,914
Total income / additions
$13,405,644
Benefits paid
$4,942,726
Administrative expenses
$46,976
Total expenses
$4,989,702
Net increase / (decrease)
$8,415,942
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Cap Financial Partners, LLCFINANCIAL ADVISOR$29,736not reported in the loaded dataset
Teachers Insurance And Annuity AssoCONTRACT ADMINISTRATOR$17,240$0

Related Form 5500 pages