Mount Pisgah Christian School 403(B) Plan And Trust — Form 5500 plan (Mount Pisgah Christian 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, Mount Pisgah Christian School 403(B) Plan And Trust is a benefit plan reported by Mount Pisgah Christian School under EIN 58-2424265 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $7,500,099 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mount Pisgah Christian School
- EIN
- 58-2424265
- Plan number
- 001
- Plan type
- 2
- Location
- Johns Creek, GA
- Latest filing year
- 2023
- Participants
- 250
- End-of-year plan assets
- $7,500,099
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 250 | H, C | 20240816073140NAL0008121859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,500,099
- Net assets (EOY)
- $7,500,099
- Net assets (BOY)
- $6,039,118
Income & contributions
- Employer contributions
- $293,806
- Participant contributions
- $605,872
- Total contributions
- $1,065,097
- Total income / additions
- $2,076,739
Expenses & distributions
- Benefits paid
- $579,563
- Administrative expenses
- $36,195
- Total expenses
- $615,758
- Net increase / (decrease)
- $1,460,981
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $16,975 | $0 | 2023 |
| Aprio Management LLC | INVEST ADVISO R | $16,473 | $0 | 2023 |
| Pension Financial Services, Inc | TPA | $0 | $6,589 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mount Pisgah Christian School
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Johns Creek, GA
- Empower Annuity Insurance Company O — Schedule C compensation
- Aprio Management LLC — Schedule C compensation
- Pension Financial Services, Inc — Schedule C compensation