Pusch Ridge Christian Academy, Inc. 401(K) Plan — Form 5500 plan (Pusch Ridge Christian 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, Pusch Ridge Christian Academy, Inc. 401(K) Plan is a benefit plan reported by Pusch Ridge Christian Academy, Inc. under EIN 86-0987556 and plan number 002. The latest loaded filing year is 2023. The filing reports 191 participants and $6,052,373 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pusch Ridge Christian Academy, Inc.
EIN
86-0987556
Plan number
002
Plan type
2
Location
Tucson, AZ
Latest filing year
2023
Participants
191
End-of-year plan assets
$6,052,373

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023191H, C20250328153437NAL0000696243001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,052,373
Total liabilities (EOY)
$7,536
Net assets (EOY)
$6,044,837
Net assets (BOY)
$5,079,032

Income & contributions

Employer contributions
$270,069
Participant contributions
$498,675
Total contributions
$783,260
Total income / additions
$1,591,043

Expenses & distributions

Benefits paid
$588,685
Administrative expenses
$36,553
Total expenses
$625,238
Net increase / (decrease)
$965,805

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward JonesINVESTMENT MANAGER$25,477$02023
Pinnacle Plan Design, LLCTHIRD PARTY ADMINISTRATO$7,906$02023

Related Form 5500 pages