Christian Academy School System 403(B) Plan — Form 5500 plan (Christian Academy School System)

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, Christian Academy School System 403(B) Plan is a benefit plan reported by Christian Academy School System under EIN 61-0907309 and plan number 001. The latest loaded filing year is 2023. The filing reports 839 participants and $15,869,345 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Christian Academy School System
EIN
61-0907309
Plan number
001
Plan type
2
Location
Louisville, KY
Latest filing year
2023
Participants
839
End-of-year plan assets
$15,869,345

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023839H, C20250415162656NAL0003619457001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,869,345
Total liabilities (EOY)
$0
Net assets (EOY)
$15,869,345
Net assets (BOY)
$13,937,558

Income & contributions

Employer contributions
$206,083
Participant contributions
$1,213,136
Total contributions
$1,429,190
Total income / additions
$3,278,405

Expenses & distributions

Benefits paid
$1,253,678
Administrative expenses
$113,092
Total expenses
$1,366,770
Net increase / (decrease)
$1,911,635

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$59,542not reported in the loaded dataset2023
Robert W. Baird & Co. Inc.NONE$36,305not reported in the loaded dataset2023
Capin Crouse LlpNONE$16,199not reported in the loaded dataset2023

Related Form 5500 pages