Triad Math & Science Academy 401(K) Plan — Form 5500 plan (Triad Math & Science Academy Company)
Plain-English plan 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, Triad Math & Science Academy 401(K) Plan is a benefit plan reported by Triad Math & Science Academy Company under EIN 20-8471670 and plan number 001. The latest loaded filing year is 2023. The filing reports 514 participants and $6,649,764 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.6MPlan net assets, end of year$6,649,764
Participants514Covered participants reported
Assets / participant$12.9KComputed: assets ÷ participants$12,937 (computed)
Provider compensation$13.2K1 Schedule C provider row(s)$13,234
- Plan sponsor
- Triad Math & Science Academy Company
- EIN
- 20-8471670
- Plan number
- 001
- Plan type
- 2
- Location
- Apex, NC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 514 | H, C | 20250415125851NAL0001429859001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$6.6M total assets
Net assets$6.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $6,649,764
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,649,764
- Net assets (BOY)
- $4,793,328
Income & contributions
- Employer contributions
- $733,474
- Participant contributions
- $924,256
- Total contributions
- $1,680,861
- Total income / additions
- $2,511,082
Expenses & distributions
- Benefits paid
- $638,751
- Administrative expenses
- $13,234
- Total expenses
- $654,646
- Net increase / (decrease)
- $1,856,436
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
44%56%
Employer 44%Participant 56%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $13,234 | $0 | 2023 |