Parkview Baptist School Inc Retirement And Trust — Form 5500 plan (Parkview Baptist 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, Parkview Baptist School Inc Retirement And Trust is a benefit plan reported by Parkview Baptist School, Inc under EIN 72-0918254 and plan number 001. The latest loaded filing year is 2023. The filing reports 248 participants and $11,383,386 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Parkview Baptist School, Inc
EIN
72-0918254
Plan number
001
Plan type
2
Location
Baton Rouge, LA
Latest filing year
2023
Participants
248
End-of-year plan assets
$11,383,386

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023248H, C20250618165708NAL0003676656001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,383,386
Total liabilities (EOY)
$0
Net assets (EOY)
$11,383,386
Net assets (BOY)
$9,812,403

Income & contributions

Employer contributions
$273,093
Participant contributions
$437,468
Total contributions
$765,561
Total income / additions
$2,619,755

Expenses & distributions

Benefits paid
$979,829
Administrative expenses
$68,943
Total expenses
$1,048,772
Net increase / (decrease)
$1,570,983

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group ConsultingCONSULTANT$23,442not reported in the loaded dataset2023
Roland Criss Fiduciary ServicesADVISOR$20,000not reported in the loaded dataset2023
Newport Trust CompanyTRUSTEE$13,828$02023
Newport Group, Inc.RECORDKEEPER$11,673$02023

Related Form 5500 pages