Coram Deo Academy 403(B)Retirement Plan — Form 5500 plan (Coram Deo Academy, 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, Coram Deo Academy 403(B)Retirement Plan is a benefit plan reported by Coram Deo Academy, Inc. under EIN 75-2749298 and plan number 001. The latest loaded filing year is 2023. The filing reports 336 participants and $4,441,110 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Coram Deo Academy, Inc.
EIN
75-2749298
Plan number
001
Plan type
2
Location
Lewisville, TX
Latest filing year
2023
Participants
336
End-of-year plan assets
$4,441,110

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023336H, C20250121113936NAL0006786754001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,441,110
Total liabilities (EOY)
$0
Net assets (EOY)
$4,441,110
Net assets (BOY)
$4,063,657

Income & contributions

Employer contributions
$118,553
Participant contributions
$313,821
Total contributions
$432,374
Total income / additions
$669,804

Expenses & distributions

Benefits paid
$286,243
Administrative expenses
$6,108
Total expenses
$292,351
Net increase / (decrease)
$377,453

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
ValicRECORDKEEPER$6,108not reported in the loaded dataset2023

Related Form 5500 pages