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WESTLAKE CHRISTIAN ACADEMY 403TSA 401k Plan overview

Plan NameWESTLAKE CHRISTIAN ACADEMY 403TSA
Plan identification number 001

WESTLAKE CHRISTIAN ACADEMY 403TSA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

WESTLAKE CHRISTIAN ACADEMY has sponsored the creation of one or more 401k plans.

Company Name:WESTLAKE CHRISTIAN ACADEMY
Employer identification number (EIN):362752333
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTLAKE CHRISTIAN ACADEMY 403TSA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01MICHAEL HEALAN
0012016-07-01MICHAEL HEALAN
0012015-07-01MICHAEL HEALAN
0012014-07-01MICHAEL HEALAN
0012013-07-01MICHAEL HEALAN
0012012-07-01MICHAEL HEALAN
0012011-07-01MICHAEL HEALAN
0012010-07-01MICHAEL HEALAN
0012009-07-01JEFFREY D WILCOX

Plan Statistics for WESTLAKE CHRISTIAN ACADEMY 403TSA

401k plan membership statisitcs for WESTLAKE CHRISTIAN ACADEMY 403TSA

Measure Date Value
2022: WESTLAKE CHRISTIAN ACADEMY 403TSA 2022 401k membership
Total participants, beginning-of-year2022-07-0112
Number of retired or separated participants receiving benefits2022-07-0111
Total of all active and inactive participants2022-07-0111
Total participants2022-07-0111
Number of participants with account balances2022-07-0111
2021: WESTLAKE CHRISTIAN ACADEMY 403TSA 2021 401k membership
Total participants, beginning-of-year2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0112
Total of all active and inactive participants2021-07-0112
Total participants2021-07-0112
Number of participants with account balances2021-07-010
2020: WESTLAKE CHRISTIAN ACADEMY 403TSA 2020 401k membership
Total participants, beginning-of-year2020-07-011
Number of other retired or separated participants entitled to future benefits2020-07-0112
Total of all active and inactive participants2020-07-0112
Total participants2020-07-0112
Number of participants with account balances2020-07-010
2019: WESTLAKE CHRISTIAN ACADEMY 403TSA 2019 401k membership
Total participants, beginning-of-year2019-07-0113
Total number of active participants reported on line 7a of the Form 55002019-07-011
Number of retired or separated participants receiving benefits2019-07-0112
Total of all active and inactive participants2019-07-0113
Total participants2019-07-0113
Number of participants with account balances2019-07-0112
2018: WESTLAKE CHRISTIAN ACADEMY 403TSA 2018 401k membership
Total participants, beginning-of-year2018-07-0114
Total number of active participants reported on line 7a of the Form 55002018-07-013
Number of other retired or separated participants entitled to future benefits2018-07-0110
Total of all active and inactive participants2018-07-0113
Total participants2018-07-0113
Number of participants with account balances2018-07-0113
2017: WESTLAKE CHRISTIAN ACADEMY 403TSA 2017 401k membership
Total participants, beginning-of-year2017-07-0114
Total number of active participants reported on line 7a of the Form 55002017-07-0114
Total of all active and inactive participants2017-07-0114
Total participants2017-07-0114
2016: WESTLAKE CHRISTIAN ACADEMY 403TSA 2016 401k membership
Total participants, beginning-of-year2016-07-0111
Total number of active participants reported on line 7a of the Form 55002016-07-0114
Total of all active and inactive participants2016-07-0114
Total participants2016-07-0114
2015: WESTLAKE CHRISTIAN ACADEMY 403TSA 2015 401k membership
Total participants, beginning-of-year2015-07-0112
Total number of active participants reported on line 7a of the Form 55002015-07-0111
Number of retired or separated participants receiving benefits2015-07-011
Total of all active and inactive participants2015-07-0112
Total participants2015-07-0112
Number of participants with account balances2015-07-0111
2014: WESTLAKE CHRISTIAN ACADEMY 403TSA 2014 401k membership
Total participants, beginning-of-year2014-07-015
Total number of active participants reported on line 7a of the Form 55002014-07-0112
Total of all active and inactive participants2014-07-0112
Total participants2014-07-0112
Number of participants with account balances2014-07-0112
2013: WESTLAKE CHRISTIAN ACADEMY 403TSA 2013 401k membership
Total participants, beginning-of-year2013-07-0112
Number of retired or separated participants receiving benefits2013-07-017
Total of all active and inactive participants2013-07-017
Total participants2013-07-017
Number of participants with account balances2013-07-015
2012: WESTLAKE CHRISTIAN ACADEMY 403TSA 2012 401k membership
Total participants, beginning-of-year2012-07-016
Total number of active participants reported on line 7a of the Form 55002012-07-0112
Total of all active and inactive participants2012-07-0112
Total participants2012-07-0112
Number of participants with account balances2012-07-0112
2011: WESTLAKE CHRISTIAN ACADEMY 403TSA 2011 401k membership
Total participants, beginning-of-year2011-07-016
Total number of active participants reported on line 7a of the Form 55002011-07-016
Total of all active and inactive participants2011-07-016
Total participants2011-07-016
Number of participants with account balances2011-07-016
2010: WESTLAKE CHRISTIAN ACADEMY 403TSA 2010 401k membership
Total participants, beginning-of-year2010-07-016
Total number of active participants reported on line 7a of the Form 55002010-07-016
Total of all active and inactive participants2010-07-016
Total participants2010-07-016
2009: WESTLAKE CHRISTIAN ACADEMY 403TSA 2009 401k membership
Total participants, beginning-of-year2009-07-016
Total number of active participants reported on line 7a of the Form 55002009-07-016
Total of all active and inactive participants2009-07-016
Total participants2009-07-016

Financial Data on WESTLAKE CHRISTIAN ACADEMY 403TSA

Measure Date Value
2023 : WESTLAKE CHRISTIAN ACADEMY 403TSA 2023 401k financial data
Transfers to/from the plan2023-06-30$-21,191
Total income from all sources2023-06-30$-37,431
Expenses. Total of all expenses incurred2023-06-30$8,838
Benefits paid (including direct rollovers)2023-06-30$8,617
Total plan assets at end of year2023-06-30$195,362
Total plan assets at beginning of year2023-06-30$262,822
Other income received2023-06-30$-37,431
Net income (gross income less expenses)2023-06-30$-46,269
Net plan assets at end of year (total assets less liabilities)2023-06-30$195,362
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$262,822
Expenses. Administrative service providers (salaries,fees and commissions)2023-06-30$221
2022 : WESTLAKE CHRISTIAN ACADEMY 403TSA 2022 401k financial data
Total income from all sources2022-06-30$27,780
Total plan assets at end of year2022-06-30$262,822
Total plan assets at beginning of year2022-06-30$235,042
Total contributions received or receivable from participants2022-06-30$400
Other income received2022-06-30$27,380
Net income (gross income less expenses)2022-06-30$27,780
Net plan assets at end of year (total assets less liabilities)2022-06-30$262,822
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$235,042
2021 : WESTLAKE CHRISTIAN ACADEMY 403TSA 2021 401k financial data
Total plan liabilities at beginning of year2021-06-30$3,294
Total income from all sources2021-06-30$31,333
Total plan assets at end of year2021-06-30$235,042
Total plan assets at beginning of year2021-06-30$207,003
Total contributions received or receivable from participants2021-06-30$2,400
Other income received2021-06-30$28,933
Net income (gross income less expenses)2021-06-30$31,333
Net plan assets at end of year (total assets less liabilities)2021-06-30$235,042
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$203,709
2020 : WESTLAKE CHRISTIAN ACADEMY 403TSA 2020 401k financial data
Total plan liabilities at end of year2020-06-30$3,294
Total income from all sources2020-06-30$34,724
Expenses. Total of all expenses incurred2020-06-30$6,976
Benefits paid (including direct rollovers)2020-06-30$3,294
Total plan assets at end of year2020-06-30$207,003
Total plan assets at beginning of year2020-06-30$175,961
Total contributions received or receivable from participants2020-06-30$3,250
Expenses. Other expenses not covered elsewhere2020-06-30$3,682
Other income received2020-06-30$31,474
Net income (gross income less expenses)2020-06-30$27,748
Net plan assets at end of year (total assets less liabilities)2020-06-30$203,709
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$175,961
2019 : WESTLAKE CHRISTIAN ACADEMY 403TSA 2019 401k financial data
Total income from all sources2019-06-30$-6,136
Total plan assets at end of year2019-06-30$138,322
Total plan assets at beginning of year2019-06-30$144,458
Total contributions received or receivable from participants2019-06-30$4,450
Contributions received from other sources (not participants or employers)2019-06-30$3,370
Other income received2019-06-30$-13,956
Net income (gross income less expenses)2019-06-30$-6,136
Net plan assets at end of year (total assets less liabilities)2019-06-30$138,322
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$144,458
2018 : WESTLAKE CHRISTIAN ACADEMY 403TSA 2018 401k financial data
Total income from all sources2018-06-30$77,048
Expenses. Total of all expenses incurred2018-06-30$3,395
Total plan assets at end of year2018-06-30$178,996
Total plan assets at beginning of year2018-06-30$105,343
Total contributions received or receivable from participants2018-06-30$24,140
Expenses. Other expenses not covered elsewhere2018-06-30$3,395
Other income received2018-06-30$52,908
Net income (gross income less expenses)2018-06-30$73,653
Net plan assets at end of year (total assets less liabilities)2018-06-30$178,996
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$105,343
2017 : WESTLAKE CHRISTIAN ACADEMY 403TSA 2017 401k financial data
Total income from all sources2017-06-30$22,942
Expenses. Total of all expenses incurred2017-06-30$25,278
Benefits paid (including direct rollovers)2017-06-30$25,278
Total plan assets at end of year2017-06-30$105,343
Total plan assets at beginning of year2017-06-30$107,679
Total contributions received or receivable from participants2017-06-30$17,480
Other income received2017-06-30$5,462
Net income (gross income less expenses)2017-06-30$-2,336
Net plan assets at end of year (total assets less liabilities)2017-06-30$105,343
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$107,679
2016 : WESTLAKE CHRISTIAN ACADEMY 403TSA 2016 401k financial data
Total income from all sources2016-06-30$22,337
Total plan assets at end of year2016-06-30$107,679
Total plan assets at beginning of year2016-06-30$85,342
Total contributions received or receivable from participants2016-06-30$22,337
Net income (gross income less expenses)2016-06-30$22,337
Net plan assets at end of year (total assets less liabilities)2016-06-30$107,679
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$85,342
2015 : WESTLAKE CHRISTIAN ACADEMY 403TSA 2015 401k financial data
Total income from all sources2015-06-30$16,945
Expenses. Total of all expenses incurred2015-06-30$106,263
Benefits paid (including direct rollovers)2015-06-30$106,209
Total plan assets at end of year2015-06-30$85,342
Total plan assets at beginning of year2015-06-30$174,660
Total contributions received or receivable from participants2015-06-30$10,560
Other income received2015-06-30$6,385
Net income (gross income less expenses)2015-06-30$-89,318
Net plan assets at end of year (total assets less liabilities)2015-06-30$85,342
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$174,660
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$54
2014 : WESTLAKE CHRISTIAN ACADEMY 403TSA 2014 401k financial data
Total income from all sources2014-06-30$39,566
Total plan assets at end of year2014-06-30$174,660
Total plan assets at beginning of year2014-06-30$135,094
Total contributions received or receivable from participants2014-06-30$10,935
Other income received2014-06-30$28,631
Net income (gross income less expenses)2014-06-30$39,566
Net plan assets at end of year (total assets less liabilities)2014-06-30$174,660
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$135,094

Form 5500 Responses for WESTLAKE CHRISTIAN ACADEMY 403TSA

2022: WESTLAKE CHRISTIAN ACADEMY 403TSA 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan benefit arrangement – InsuranceYes
2021: WESTLAKE CHRISTIAN ACADEMY 403TSA 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: WESTLAKE CHRISTIAN ACADEMY 403TSA 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: WESTLAKE CHRISTIAN ACADEMY 403TSA 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: WESTLAKE CHRISTIAN ACADEMY 403TSA 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: WESTLAKE CHRISTIAN ACADEMY 403TSA 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: WESTLAKE CHRISTIAN ACADEMY 403TSA 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: WESTLAKE CHRISTIAN ACADEMY 403TSA 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: WESTLAKE CHRISTIAN ACADEMY 403TSA 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: WESTLAKE CHRISTIAN ACADEMY 403TSA 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: WESTLAKE CHRISTIAN ACADEMY 403TSA 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: WESTLAKE CHRISTIAN ACADEMY 403TSA 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: WESTLAKE CHRISTIAN ACADEMY 403TSA 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: WESTLAKE CHRISTIAN ACADEMY 403TSA 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number743220-001
Policy instance 1
Insurance contract or identification number743220-001
Number of Individuals Covered11
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number743220-001
Policy instance 1
Insurance contract or identification number743220-001
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $8
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number743220-001
Policy instance 1
Insurance contract or identification number743220-001
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $48
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number743220-001
Policy instance 1
Insurance contract or identification number743220-001
Number of Individuals Covered12
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $84
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number743220-000
Policy instance 2
Insurance contract or identification number743220-000
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $196
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $98
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number743220-001
Policy instance 1
Insurance contract or identification number743220-001
Number of Individuals Covered12
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number743220-001
Policy instance 1
Insurance contract or identification number743220-001
Number of Individuals Covered14
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $46
Total amount of fees paid to insurance companyUSD $336
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number743220-001
Policy instance 1
Insurance contract or identification number743220-001
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $122
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees67
Insurance broker organization code?3
Insurance broker nameT REEVES
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number743220-001
Policy instance 1
Insurance contract or identification number743220-001
Number of Individuals Covered12
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $122
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $67
Insurance broker organization code?3
Insurance broker nameT REEVES
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number743220-001
Policy instance 1
Insurance contract or identification number743220-001
Number of Individuals Covered5
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $92
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $67
Insurance broker organization code?3
Insurance broker nameT REEVES
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number743220-001
Policy instance 1
Insurance contract or identification number743220-001
Number of Individuals Covered12
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $222
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1
Insurance broker organization code?3
Insurance broker nameM KALINA
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number743220-001
Policy instance 1
Insurance contract or identification number743220-001
Number of Individuals Covered1
Total amount of commissions paid to insurance brokerUSD $227
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number743220-001
Policy instance 1
Insurance contract or identification number743220-001
Total amount of commissions paid to insurance brokerUSD $227
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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