French Camp Academy 403(B) Plan — Form 5500 plan (French Camp Academy)

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, French Camp Academy 403(B) Plan is a benefit plan reported by French Camp Academy under EIN 64-0321520 and plan number 003. The latest loaded filing year is 2023. The filing reports 144 participants and $5,725,411 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.7MPlan net assets, end of year$5,725,411
Participants144Covered participants reported
Assets / participant$39.8KComputed: assets ÷ participants$39,760 (computed)
Provider compensation$47K3 Schedule C provider row(s)$46,963
Plan sponsor
French Camp Academy
EIN
64-0321520
Plan number
003
Plan type
2
Location
French Camp, MS
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023144H, C20241031172357NAL0004963106001
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)$5.7M total assets
Net assets$5.7MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$410.6K
Benefits paid / distributions$363.7K
Contributions
Employer$37.3K
Participant$137.5K
Full reported line items

Net assets

Total assets (EOY)
$5,725,411
Total liabilities (EOY)
$0
Net assets (EOY)
$5,725,411
Net assets (BOY)
$5,087,394

Income & contributions

Employer contributions
$37,282
Participant contributions
$137,487
Total contributions
$174,769
Total income / additions
$1,048,649

Expenses & distributions

Benefits paid
$363,669
Administrative expenses
$46,963
Total expenses
$410,632
Net increase / (decrease)
$638,017
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.

Contribution share (employer vs. participant)
Employer 21%Participant 79%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$26,418$02023
Regions Bank Dba Regions TrustINVESTMENT ADVISOR$20,544not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$1not reported in the loaded dataset2023

Related Form 5500 pages