2023 Form 5500 filing — Tiaa-Cref Retirement Plan For Employees Of Franklin Road Academy

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 20241009142428NAL0010715635001) for Tiaa-Cref Retirement Plan For Employees Of Franklin Road Academy, reported by Franklin Road Academy under EIN 62-1138075 and plan number 002. It reports 417 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$23.8MReported net assets$23,819,633
Participants417
Provider compensation$13.3K1 Schedule C row(s)$13,290
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009142428NAL0010715635001
Plan sponsor
Franklin Road Academy
EIN
62-1138075
Plan number
002
Location
Nashville, TN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$23.8M total assets
Net assets$23.8MLiabilities$0
Money in vs. money out
Total income / additions$4.6M
Total expenses$869.5K
Benefits paid / distributions$856.6K
Contributions
Employer$595.4K
Participant$781K
Full reported line items
Total assets (EOY)
$23,819,633
Total liabilities (EOY)
$0
Net assets (EOY)
$23,819,633
Employer contributions
$595,418
Participant contributions
$781,007
Total income / additions
$4,574,514
Benefits paid
$856,569
Administrative expenses
$12,940
Total expenses
$869,509
Net increase / (decrease)
$3,705,005
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $13.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009142428NAL0010715635001 cover?
It is the 2023 Form 5500 filing for Tiaa-Cref Retirement Plan For Employees Of Franklin Road Academy, reported by Franklin Road Academy (EIN 62-1138075).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages