Other
2023 plan-year Other DOL Form 5500

GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

LAKEHILL PREPARATORY SCHOOL

This Other plan holds N/A in total assets and serves 92 participants as of 2023. It is sponsored by LAKEHILL PREPARATORY SCHOOL in Texas.

Total Assets (2023)
N/A
Participants
92
State
Industry
Educational Services

What the Filing Says About GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES

GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES is a Other retirement plan sponsored by LAKEHILL PREPARATORY SCHOOL, headquartered in Texas. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 92 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 751366180, and the plan has been effective since 1979-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan TypeOther
Employer EIN751366180
Plan Effective Date1979-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (LAKEHILL PREPARATORY SCHOOL)

Year Plans Participants Total Assets
2022 1 85 N/A
2023 1 92 N/A

Nearby Other Plans in Texas

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES?
As of the 2023 Form 5500 filing, GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES holds N/A in total assets with 92 participants. It is sponsored by LAKEHILL PREPARATORY SCHOOL.
What type of plan is GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES?
GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES is a Other plan. It has been effective since 1979-10-01. The plan is filed with the U.S. Department of Labor under EIN 751366180.
Who sponsors the GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES?
GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES is sponsored by LAKEHILL PREPARATORY SCHOOL, located in Texas. The sponsor's EIN is 751366180 and the plan operates in the Educational Services industry.
How did GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES perform in 2023?
GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES held N/A in total assets at the end of 2023.
Where can I find official filings for GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES?
Official Form 5500 filings for GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 751366180 or plan name at efast.dol.gov.
How does GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES compare to other plans?
You can compare GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES against other Other plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 751366180.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.