Whitefield Academy 403(B) Plan — Form 5500 plan (Whitefield Academy)
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, Whitefield Academy 403(B) Plan is a benefit plan reported by Whitefield Academy under EIN 58-1224983 and plan number 001. The latest loaded filing year is 2023. The filing reports 273 participants and $12,304,384 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Whitefield Academy
- EIN
- 58-1224983
- Plan number
- 001
- Plan type
- 2
- Location
- Mableton, GA
- Latest filing year
- 2023
- Participants
- 273
- End-of-year plan assets
- $12,304,384
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 273 | H, C | 20240930110724NAL0005605249001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,304,384
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,304,384
- Net assets (BOY)
- $10,176,107
Income & contributions
- Employer contributions
- $440,798
- Participant contributions
- $520,690
- Total contributions
- $967,719
- Total income / additions
- $2,726,951
Expenses & distributions
- Benefits paid
- $594,773
- Administrative expenses
- $95
- Total expenses
- $598,674
- Net increase / (decrease)
- $2,128,277
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financials Services Inc. | ADVISOR | $28,025 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $75 | $0 | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $25 | $0 | 2023 |