Hope Christian Schools, Inc. 403(B) Plan — Form 5500 plan (Hope Christian Schools, 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, Hope Christian Schools, Inc. 403(B) Plan is a benefit plan reported by Hope Christian Schools, Inc. under EIN 85-0244670 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $4,878,447 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hope Christian Schools, Inc.
- EIN
- 85-0244670
- Plan number
- 001
- Plan type
- 2
- Location
- Albuquerque, NM
- Latest filing year
- 2023
- Participants
- 207
- End-of-year plan assets
- $4,878,447
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 207 | H, C | 20240925112049NAL0014241249001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,878,447
- Total liabilities (EOY)
- $2,113
- Net assets (EOY)
- $4,876,334
- Net assets (BOY)
- $4,459,638
Income & contributions
- Employer contributions
- $152,330
- Participant contributions
- $288,042
- Total contributions
- $440,372
- Total income / additions
- $1,078,403
Expenses & distributions
- Benefits paid
- $603,221
- Administrative expenses
- $58,486
- Total expenses
- $661,707
- Net increase / (decrease)
- $416,696
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide Trust Co. | CUSTODIAN | $47,851 | $1,844 | 2023 |
| Morgan Stanley Smith Barney LLC | BROKER-DEALER | $0 | $18,543 | 2023 |
| Pattison Pension Specialists, Inc. | THIRD PARTY ADMINISTRATO | $8,745 | $1,016 | 2023 |
| Active Core-Activethroughtargetdate | BROKER-DEALER | $2,342 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hope Christian Schools, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Albuquerque, NM
- Nationwide Trust Co. — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Pattison Pension Specialists, Inc. — Schedule C compensation
- Active Core-Activethroughtargetdate — Schedule C compensation