Mount Paran Christian School 403(B) Plan — Form 5500 plan (Mt. Paran Christian 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, Mount Paran Christian School 403(B) Plan is a benefit plan reported by Mt. Paran Christian School, Inc. under EIN 58-2273158 and plan number 001. The latest loaded filing year is 2023. The filing reports 335 participants and $12,980,057 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mt. Paran Christian School, Inc.
- EIN
- 58-2273158
- Plan number
- 001
- Plan type
- 2
- Location
- Kennesaw, GA
- Latest filing year
- 2023
- Participants
- 335
- End-of-year plan assets
- $12,980,057
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 335 | H, C | 20240724124822NAL0020318512001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,980,057
- Net assets (EOY)
- $12,980,057
- Net assets (BOY)
- $10,272,209
Income & contributions
- Employer contributions
- $356,525
- Participant contributions
- $898,233
- Total contributions
- $1,254,758
- Total income / additions
- $3,131,049
Expenses & distributions
- Benefits paid
- $342,078
- Administrative expenses
- $81,123
- Total expenses
- $423,201
- Net increase / (decrease)
- $2,707,848
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $80,832 | $0 | 2023 |
| Mma Securities LLC | INVESTMENT ADVISORY | $0 | $36,360 | 2023 |
| Smith & Howard, Pc | ACCOUNTANT | $0 | $10,000 | 2023 |
| Pension Financial Services, Inc. | CONTRACT ADMINISTRATOR | $0 | $8,912 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $140 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mt. Paran Christian School, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Kennesaw, GA
- Principal Life Insurance Company — Schedule C compensation
- Mma Securities LLC — Schedule C compensation
- Smith & Howard, Pc — Schedule C compensation
- Pension Financial Services, Inc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation