Trinity School Of Midland, Inc. 403(B) Dc Plan — Form 5500 plan (Trinity School Of Midland, 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 School Of Midland, Inc. 403(B) Dc Plan is a benefit plan reported by Trinity School Of Midland, Inc. under EIN 75-0995808 and plan number 002. The latest loaded filing year is 2023. The filing reports 372 participants and $16,837,695 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trinity School Of Midland, Inc.
EIN
75-0995808
Plan number
002
Plan type
2
Location
Midland, TX
Latest filing year
2023
Participants
372
End-of-year plan assets
$16,837,695

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023372H, C20241015124343NAL0049446128001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,837,695
Total liabilities (EOY)
$0
Net assets (EOY)
$16,837,695
Net assets (BOY)
$14,872,706

Income & contributions

Employer contributions
$417,952
Participant contributions
$514,613
Total contributions
$957,215
Total income / additions
$3,339,316

Expenses & distributions

Benefits paid
$1,362,350
Administrative expenses
$11,977
Total expenses
$1,374,327
Net increase / (decrease)
$1,964,989

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usi Consulting GroupN/A$2,112$02023

Related Form 5500 pages