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SOUTHLAKE CHRISTIAN ACADEMY, INC. — SOUTHLAKE CHRISTIAN ACADEMY, INC. 403B RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250415142635NAL0001471843001
SOUTHLAKE CHRISTIAN ACADEMY, INC.
Form 5500-SF
FILING_RECEIVED
SOUTHLAKE CHRISTIAN ACADEMY, INC. 403B RETIREMENT PLAN
401(k) retirement plan
Active participants
91
Accounts w/ balance
53
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SOUTHLAKE CHRISTIAN ACADEMY, INC.
.
Find decision makers
Plan sponsor
Name
SOUTHLAKE CHRISTIAN ACADEMY, INC.
EIN
37-2081154
Address
13820 HAGERS FERRY ROAD · HUNTERSVILLE, NC · 28078
Phone
(704) 949-2200
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
58% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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