Evangelical Christian School Employees' Retirement Plan — Form 5500 plan (Evangelical 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, Evangelical Christian School Employees' Retirement Plan is a benefit plan reported by Evangelical Christian School under EIN 62-0728732 and plan number 001. The latest loaded filing year is 2023. The filing reports 222 participants and $8,751,912 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Evangelical Christian School
- EIN
- 62-0728732
- Plan number
- 001
- Plan type
- 2
- Location
- Cordova, TN
- Latest filing year
- 2023
- Participants
- 222
- End-of-year plan assets
- $8,751,912
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 222 | H, C | 20250317160120NAL0003286688001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,751,912
- Net assets (EOY)
- $8,751,912
- Net assets (BOY)
- $7,368,773
Income & contributions
- Employer contributions
- $148,019
- Participant contributions
- $487,326
- Total contributions
- $723,342
- Total income / additions
- $1,844,227
Expenses & distributions
- Benefits paid
- $428,627
- Administrative expenses
- $32,461
- Total expenses
- $461,088
- Net increase / (decrease)
- $1,383,139
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Massachusetts Mutual Life Ins Co | NONE | $11,678 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $7,579 | $0 | 2023 |
| Fouts & Morgan Cpas Pc | NONE | $7,455 | not reported in the loaded dataset | 2023 |
| Burleigh Consulting Group | NONE | $5,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Evangelical Christian School
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Cordova, TN
- Massachusetts Mutual Life Ins Co — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Fouts & Morgan Cpas Pc — Schedule C compensation
- Burleigh Consulting Group — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation