The Parish Episcopal School 403(B) Dc Plan And Parish Episcopal School 403(B) Tda Plan — Form 5500 plan (Parish Episcopal School)
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, The Parish Episcopal School 403(B) Dc Plan And Parish Episcopal School 403(B) Tda Plan is a benefit plan reported by Parish Episcopal School under EIN 75-1390485 and plan number 001. The latest loaded filing year is 2023. The filing reports 415 participants and $36,026,800 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Parish Episcopal School
- EIN
- 75-1390485
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 415
- End-of-year plan assets
- $36,026,800
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 415 | H, C | 20250116154058NAL0013817299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,026,800
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,026,800
- Net assets (BOY)
- $31,742,543
Income & contributions
- Employer contributions
- $1,004,062
- Participant contributions
- $1,402,506
- Total contributions
- $2,594,225
- Total income / additions
- $7,098,180
Expenses & distributions
- Benefits paid
- $2,711,529
- Administrative expenses
- $99,317
- Total expenses
- $2,813,923
- Net increase / (decrease)
- $4,284,257
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa - Teachers Insurance And Annui | RECORDKEEPER | $37,119 | $0 | 2023 |
| Planpilot, LLC | ADVISOR | $36,318 | not reported in the loaded dataset | 2023 |
| Whitley Penn Llp | AUDITOR | $27,230 | not reported in the loaded dataset | 2023 |