Southwest Christian School 403(B) Plan — Form 5500 plan (Southwest Christian 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, Southwest Christian School 403(B) Plan is a benefit plan reported by Southwest Christian School, Inc. under EIN 75-1305937 and plan number 001. The latest loaded filing year is 2023. The filing reports 229 participants and $6,326,304 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southwest Christian School, Inc.
EIN
75-1305937
Plan number
001
Plan type
2
Location
Fort Worth, TX
Latest filing year
2023
Participants
229
End-of-year plan assets
$6,326,304

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023229H, C20250613142353NAL0030133536001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,326,304
Total liabilities (EOY)
$0
Net assets (EOY)
$6,326,304
Net assets (BOY)
$5,479,699

Income & contributions

Employer contributions
$172,861
Participant contributions
$483,601
Total contributions
$740,921
Total income / additions
$1,749,121

Expenses & distributions

Benefits paid
$873,681
Administrative expenses
$28,835
Total expenses
$902,516
Net increase / (decrease)
$846,605

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$27,551$02023
Northwestern Mutual Wealth MgmtINVESTMENT ADVISORY$0$16,4432023

Related Form 5500 pages