Heights Christian School 403(B) Plan — Form 5500 plan (Heights Christian Schools)
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, Heights Christian School 403(B) Plan is a benefit plan reported by Heights Christian Schools under EIN 95-3622135 and plan number 001. The latest loaded filing year is 2023. The filing reports 338 participants and $6,266,045 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heights Christian Schools
- EIN
- 95-3622135
- Plan number
- 001
- Plan type
- 2
- Location
- La Habra Heights, CA
- Latest filing year
- 2023
- Participants
- 338
- End-of-year plan assets
- $6,266,045
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 338 | H, C | 20241015172748NAL0016966035001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,266,045
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,266,045
- Net assets (BOY)
- $5,565,310
Income & contributions
- Employer contributions
- $107,094
- Participant contributions
- $365,699
- Total contributions
- $472,793
- Total income / additions
- $1,400,026
Expenses & distributions
- Benefits paid
- $690,080
- Administrative expenses
- $9,211
- Total expenses
- $699,291
- Net increase / (decrease)
- $700,735
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Swenson Corporation | AUDITOR | $6,763 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $2,448 | $0 | 2023 |