2023 Form 5500 filing — Rba 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240917113733NAL0002732001001) for Rba 401(K) Plan, reported by The Roger Bacon Academy under EIN 56-2132157 and plan number 001. It reports 430 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917113733NAL0002732001001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Roger Bacon Academy
- EIN
- 56-2132157
- Plan number
- 001
- Location
- Leland, NC
- Participants
- 430
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,189,992
- Total liabilities (EOY)
- $8,562
- Net assets (EOY)
- $9,181,430
- Employer contributions
- $432,323
- Participant contributions
- $898,222
- Total income / additions
- $2,651,715
- Benefits paid
- $472,722
- Administrative expenses
- $54,554
- Total expenses
- $535,810
- Net increase / (decrease)
- $2,115,905
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $29,381 | $0 |
| Creative Planning, LLC | NONE | $25,173 | not reported in the loaded dataset |
| Charles Schwab & Co, Inc. | NONE | $0 | $5,000 |