Trinity Christian Academy Employer Funded Retirement Plan — Form 5500 plan (Trinity Christian 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, Trinity Christian Academy Employer Funded Retirement Plan is a benefit plan reported by Trinity Christian Academy under EIN 75-1324332 and plan number 002. The latest loaded filing year is 2023. The filing reports 284 participants and $18,588,561 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trinity Christian Academy
- EIN
- 75-1324332
- Plan number
- 002
- Plan type
- 2
- Location
- Addison, TX
- Latest filing year
- 2023
- Participants
- 284
- End-of-year plan assets
- $18,588,561
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 284 | H, C | 20250515155014NAL0019649985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,588,561
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,588,561
- Net assets (BOY)
- $18,042,932
Income & contributions
- Employer contributions
- $1,034,107
- Total contributions
- $1,034,107
- Total income / additions
- $3,191,790
Expenses & distributions
- Benefits paid
- $2,590,613
- Administrative expenses
- $55,548
- Total expenses
- $2,646,161
- Net increase / (decrease)
- $545,629
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $35,831 | $1,528 | 2023 |
| Ameritas Investment Corp | NONE | $19,719 | not reported in the loaded dataset | 2023 |