Plan5500

Annunciation Orthodox School Defined Contribution Retirement Plan — Form 5500 plan (Annunciation Orthodox 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, Annunciation Orthodox School Defined Contribution Retirement Plan is a benefit plan reported by Annunciation Orthodox School under EIN 76-0276967 and plan number 001. The latest loaded filing year is 2023. The filing reports 328 participants and $23,949,564 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$23.9MPlan net assets, end of year$23,949,564
Participants328Covered participants reported
Assets / participant$73KComputed: assets ÷ participants$73,017 (computed)
Provider compensation$34.6K4 Schedule C provider row(s)$34,606
Plan sponsor
Annunciation Orthodox School
EIN
76-0276967
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    328 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$23.9M total assets
Net assets$23.9MLiabilities$0
Money in vs. money out
Total income / additions$4.2M
Total expenses$1.8M
Benefits paid / distributions$1.7M
Contributions
Employer$601K
Participant$905.6K
Full reported line items

Net assets

Total assets (EOY)
$23,949,564
Total liabilities (EOY)
$0
Net assets (EOY)
$23,949,564
Net assets (BOY)
$21,535,775

Income & contributions

Employer contributions
$601,048
Participant contributions
$905,644
Total contributions
$1,570,774
Total income / additions
$4,194,840

Expenses & distributions

Benefits paid
$1,746,745
Administrative expenses
$34,306
Total expenses
$1,781,051
Net increase / (decrease)
$2,413,789
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 40%Participant 60%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income42%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Tiaa$23K
    RECORDKEEPER · Direct $23K · Indirect $0
  2. 2
    Blazek & Vetterling Llp$4.3K
    AUDITOR · Direct $4.3K
  3. 3
    Planpilot LLC$4.2K
    ADVISOR · Direct $4.2K
  4. 4
    New Pinnacle Consulting Group, LLC$3.1K
    CONSULTANT - PENSION · Direct $3.1K

What to inspect next

Frequently asked questions

Who sponsors the Annunciation Orthodox School Defined Contribution Retirement Plan?
Annunciation Orthodox School Defined Contribution Retirement Plan is reported as sponsored by Annunciation Orthodox School (EIN 76-0276967, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Annunciation Orthodox School Defined Contribution Retirement Plan?
The latest Form 5500 filing year loaded for Annunciation Orthodox School Defined Contribution Retirement Plan is 2023.
How many participants does Annunciation Orthodox School Defined Contribution Retirement Plan report?
Annunciation Orthodox School Defined Contribution Retirement Plan reports 328 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Annunciation Orthodox School Defined Contribution Retirement Plan?
Annunciation Orthodox School Defined Contribution Retirement Plan reports $23,949,564 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages