Chattanooga Christian School 403(B) Plan — Form 5500 plan (Chattanooga 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, Chattanooga Christian School 403(B) Plan is a benefit plan reported by Chattanooga Christian School, Inc. under EIN 62-0840156 and plan number 002. The latest loaded filing year is 2023. The filing reports 253 participants and $8,645,602 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Chattanooga Christian School, Inc.
EIN
62-0840156
Plan number
002
Plan type
2
Location
Chattanooga, TN
Latest filing year
2023
Participants
253
End-of-year plan assets
$8,645,602

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023253H, C20250415093709NAL0003185585001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,645,602
Total liabilities (EOY)
$0
Net assets (EOY)
$8,645,602
Net assets (BOY)
$6,151,140

Income & contributions

Employer contributions
$813,532
Participant contributions
$741,234
Total contributions
$1,583,011
Total income / additions
$2,645,123

Expenses & distributions

Benefits paid
$104,605
Administrative expenses
$46,056
Total expenses
$150,661
Net increase / (decrease)
$2,494,462

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Acumen Wealth AdvisorsNONE$26,165not reported in the loaded dataset2023
Stancorp Financial GroupNONE$19,891not reported in the loaded dataset2023

Related Form 5500 pages