Firstline Schools 403b Plan — Form 5500 plan (Firstline Schools 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, Firstline Schools 403b Plan is a benefit plan reported by Firstline Schools Inc. under EIN 72-1409800 and plan number 001. The latest loaded filing year is 2023. The filing reports 484 participants and $8,833,955 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Firstline Schools Inc.
- EIN
- 72-1409800
- Plan number
- 001
- Plan type
- 2
- Location
- New Orleans, LA
- Latest filing year
- 2023
- Participants
- 484
- End-of-year plan assets
- $8,833,955
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 484 | H, C | 20250126164749NAL0022050402001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,833,955
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,833,955
- Net assets (BOY)
- $6,258,192
Income & contributions
- Employer contributions
- $1,282,461
- Participant contributions
- $524,098
- Total contributions
- $2,025,775
- Total income / additions
- $3,079,582
Expenses & distributions
- Benefits paid
- $467,827
- Administrative expenses
- $26,856
- Total expenses
- $503,819
- Net increase / (decrease)
- $2,575,763
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $16,876 | $62,453 | 2023 |
| Gallagher Benefit Svcs Inc | NONE | $0 | $11,763 | 2023 |