Lakehill Preparatory School 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Lakehill Preparatory School
  • Sponsor EIN: 751366180
  • Sponsor Address: 2720 HILLSIDE DRIVE, DALLAS, TX, 752143429
  • Plan Type: 403(b)
  • Total Participants: 98
  • Total Assets: $6.2M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202498$6.2M$126,902$379,780
202398$6.2M$126,902$379,780
202292$5.4M$126,392$366,300

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