Jserra Catholic High School 401(K) Savings Plan — Form 5500 plan (Jserra Catholic High School)
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, Jserra Catholic High School 401(K) Savings Plan is a benefit plan reported by Jserra Catholic High School under EIN 33-0901351 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $8,843,811 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jserra Catholic High School
- EIN
- 33-0901351
- Plan number
- 001
- Plan type
- 2
- Location
- San Juan Capistrano, CA
- Latest filing year
- 2023
- Participants
- 250
- End-of-year plan assets
- $8,843,811
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 250 | H, C | 20250528180226NAL0017989122001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,843,811
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,843,811
- Net assets (BOY)
- $7,458,029
Income & contributions
- Employer contributions
- $242,617
- Participant contributions
- $1,039,968
- Total contributions
- $1,384,685
- Total income / additions
- $2,449,605
Expenses & distributions
- Benefits paid
- $1,022,684
- Administrative expenses
- $41,139
- Total expenses
- $1,063,823
- Net increase / (decrease)
- $1,385,782
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Beacon Pointe Holdings LLC Dba | INVESTMENT ADVISOR | $32,808 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,391 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,573 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jserra Catholic High School
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Juan Capistrano, CA
- Beacon Pointe Holdings LLC Dba — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation