The Pegasus School 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Pegasus School
  • Sponsor EIN: 330162184
  • Sponsor Address: 19692 LEXINGTON LANE, HUNTINGTON BEACH, CA, 926463763
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 123
  • Total Assets: $26.8M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023123$26.8M$670,253$1.2M
2022122$22.5M$615,586$1.0M

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