Holy Innocents' Episcopal School 403(B) Plan — Form 5500 plan (Holy Innocents' Episcopal School, Inc.)

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, Holy Innocents' Episcopal School 403(B) Plan is a benefit plan reported by Holy Innocents' Episcopal School, Inc. under EIN 58-1120296 and plan number 001. The latest loaded filing year is 2023. The filing reports 592 participants and $60,298,385 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Holy Innocents' Episcopal School, Inc.
EIN
58-1120296
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
592
End-of-year plan assets
$60,298,385

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023592H, C20240731124518NAL0012682179001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$60,298,385
Total liabilities (EOY)
$0
Net assets (EOY)
$60,298,385
Net assets (BOY)
$52,178,789

Income & contributions

Employer contributions
$822,987
Participant contributions
$1,479,480
Total contributions
$2,442,960
Total income / additions
$11,627,659

Expenses & distributions

Benefits paid
$3,477,264
Administrative expenses
$30,799
Total expenses
$3,508,063
Net increase / (decrease)
$8,119,596

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaRECORDKEEPING$26,333$02023
Well And Good LLCADVISOR$3,600not reported in the loaded dataset2023
New Pinnacle Consulting Group, LLCTPA$2,140not reported in the loaded dataset2023

Related Form 5500 pages