Norfolk Academy — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Norfolk Academy (EIN 54-0551901) is a plan sponsor located in Norfolk, VA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
54-0551901
Location
Norfolk, VA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$58,728,684
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$58,728,684

Contributions & income

Employer contributions
$1,386,393
Participant contributions
$1,504,709
Total income / additions
$10,691,835

Expenses & distributions

Benefits paid / distributions
$3,722,830
Total expenses
$3,770,360
Net increase / (decrease)
$6,921,475

Coverage

Total reported participants
626
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Norfolk Academy plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Norfolk Academy Pre-Tax Savings And Retirement Plan002456$58,728,6842023
Norfolk Academy Flexible Benefit Plan501170not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Norfolk Academy
YearPlanParticipantsSchedulesFiling
2023Norfolk Academy Pre-Tax Savings And Retirement Plan456H, C20241121122809NAL0000613569001
2023Norfolk Academy Flexible Benefit Plan17020250408085912NAL0029487056001

Related Form 5500 pages