Trinity Presbyterian School, Inc. 401(K) Plan — Form 5500 plan (Trinity Presbyterian 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, Trinity Presbyterian School, Inc. 401(K) Plan is a benefit plan reported by Trinity Presbyterian School, Inc under EIN 63-0586676 and plan number 002. The latest loaded filing year is 2023. The filing reports 126 participants and $8,663,377 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8.7MPlan net assets, end of year$8,663,377
Participants126Covered participants reported
Assets / participant$68.8KComputed: assets ÷ participants$68,757 (computed)
Provider compensation$66.8K2 Schedule C provider row(s)$66,769
- Plan sponsor
- Trinity Presbyterian School, Inc
- EIN
- 63-0586676
- Plan number
- 002
- Plan type
- 2
- Location
- Montgomery, AL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 126 | H, C | 20250220065822NAL0004906337001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$8.7M total assets
Net assets$8.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $8,663,377
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,663,377
- Net assets (BOY)
- $9,072,953
Income & contributions
- Employer contributions
- $118,632
- Participant contributions
- $186,975
- Total contributions
- $310,669
- Total income / additions
- $1,254,289
Expenses & distributions
- Benefits paid
- $1,596,232
- Administrative expenses
- $52,707
- Total expenses
- $1,663,865
- Net increase / (decrease)
- -$409,576
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
39%61%
Employer 39%Participant 61%
Total expenses ÷ net assets19%Computed ratio
Benefits paid ÷ total income127%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $43,272 | $0 | 2023 |
| Synovus Trust Company N.A. | OTHER | $23,497 | not reported in the loaded dataset | 2023 |