2023 Form 5500 filing — Mount Vernon Presbyterian School, Inc. 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 20260220124047NAL0009262273001) for Mount Vernon Presbyterian School, Inc. Retirement Plan, reported by Mount Vernon Presbyterian School Inc. under EIN 58-2054415 and plan number 001. It reports 655 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)$19.7MReported net assets$19,681,031
Participants655
Provider compensation$25K1 Schedule C row(s)$25,017
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20260220124047NAL0009262273001
Plan sponsor
Mount Vernon Presbyterian School Inc.
EIN
58-2054415
Plan number
001
Location
Atlanta, GA
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)$19.7M total assets
Net assets$19.7MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$974K
Benefits paid / distributions$949K
Contributions
Employer$410.3K
Participant$634.1K
Full reported line items
Total assets (EOY)
$19,681,031
Total liabilities (EOY)
$0
Net assets (EOY)
$19,681,031
Employer contributions
$410,274
Participant contributions
$634,067
Total income / additions
$2,484,779
Benefits paid
$949,030
Administrative expenses
$25,017
Total expenses
$974,047
Net increase / (decrease)
$1,510,732
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $25K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20260220124047NAL0009262273001 cover?
It is the 2023 Form 5500 filing for Mount Vernon Presbyterian School, Inc. Retirement Plan, reported by Mount Vernon Presbyterian School Inc. (EIN 58-2054415).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages