2023 Form 5500 filing — Eggleston Special Retirement 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 20241011141602NAL0022018161001) for Eggleston Special Retirement Plan, reported by Louise W. Eggleston Center, Inc. under EIN 54-0602238 and plan number 004. It reports 522 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011141602NAL0022018161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Louise W. Eggleston Center, Inc.
- EIN
- 54-0602238
- Plan number
- 004
- Location
- Norfolk, VA
- Participants
- 522
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,856,939
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,856,939
- Employer contributions
- $353,827
- Participant contributions
- $12,539
- Total income / additions
- $689,354
- Benefits paid
- $130,763
- Administrative expenses
- $14,884
- Total expenses
- $145,647
- Net increase / (decrease)
- $543,707
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Suntrust Bank | REGISTERED INVESTMT ADVI | $6,724 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $729 | $0 |